Amplius Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Amplius Wealth Advisors’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
2024 Q1	–	Sell	-4,198	Closed	-$257K	–	182
2023 Q4	$257K	Sell	4,198 -5,136	-55%	-$288K	0.03%	138
2023 Q3	$505K	Sell	9,334 -12	-0.1%	-$682	0.07%	92
2023 Q2	$532K	Buy	9,346 +66	+0.7%	+$3.5K	0.07%	93
2023 Q1	$491K	Buy	9,280 +170	+2%	+$8.95K	0.07%	95
2022 Q4	$462K	Buy	+9,110	New	+$452K	0.07%	95

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Amplius Wealth Advisors's FIDU Position: Q1 2024 in Review

Amplius Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2024, closing a stake of 4,198 shares — an estimated $257K sold.

Amplius Wealth Advisors first reported a position in FIDU in Q4 2022 and held it in 5 quarters. The position peaked at $532K in Q2 2023. 143 funds tracked by Wall St. Rank hold FIDU as of Q1 2024.

Amplius Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 4,198 Fidelity MSCI Industrials Index ETF shares in Q1 2024, an estimated $257K.
Amplius Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 5 quarters.
Amplius Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $532K in Q2 2023.
143 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2024.

Based on Amplius Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.