Align Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Align Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$41.1K	Buy	+940	New	+$46.6K	0.03%	70

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Align Wealth Management's FIDU Position: Q4 2022 in Review

Align Wealth Management opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2022: 940 shares worth $41.1K. The stake represents 0.03% of the portfolio and ranks #70 among its holdings.

122 funds tracked by Wall St. Rank hold FIDU as of Q4 2022.

Align Wealth Management held 940 shares of Fidelity MSCI Industrials Index ETF worth $41.1K as of Q4 2022.
Fidelity MSCI Industrials Index ETF was a new Align Wealth Management position in Q4 2022.
Fidelity MSCI Industrials Index ETF made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #70 holding.
122 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.