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

ARS 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
2020
Q1 		– Sell
-5,511
Closed -$232K – 100
2019
Q4 		$232K Sell
5,511
-1,489
-21% -$61.1K 0.07% 104
2019
Q3 		$279K Sell
7,000
-1,432
-17% -$56.4K 0.09% 88
2019
Q2 		$335K Sell
8,432
-3,990
-32% -$155K 0.11% 83
2019
Q1 		$475K Sell
12,422
-982
-7% -$36.2K 0.15% 68
2018
Q4 		$439K Sell
13,404
-3,861
-22% -$139K 0.16% 71
2018
Q3 		$694K Sell
17,265
-6,605
-28% -$259K 0.23% 59
2018
Q2 		$885K Sell
23,870
-7,636
-24% -$290K 0.32% 48
2018
Q1 		$1.19M Sell
31,506
-12,253
-28% -$481K 0.44% 36
2017
Q4 		$1.69M Sell
43,759
-23,149
-35% -$864K 0.63% 30
2017
Q3 		$2.44M Sell
66,908
-5,831
-8% -$205K 0.95% 23
2017
Q2 		$2.53M Buy
72,739
+7,873
+12% +$269K 1.02% 21
2017
Q1 		$2.18M Buy
64,866
+31,186
+93% +$1.04M 0.93% 21
2016
Q4 		$1.08M Buy
+33,680
New +$1.05M 0.49% 30

Other funds holding FIDU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ARS Wealth Advisors's FIDU Position: Q1 2020 in Review

ARS Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2020, closing a stake of 5,511 shares — an estimated $232K sold.

ARS Wealth Advisors first reported a position in FIDU in Q4 2016 and held it in 13 quarters. The position peaked at $2.53M in Q2 2017. 79 funds tracked by Wall St. Rank hold FIDU as of Q1 2020.

  • ARS Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 5,511 Fidelity MSCI Industrials Index ETF shares in Q1 2020, an estimated $232K.
  • ARS Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2016 and held it in 13 quarters.
  • ARS Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $2.53M in Q2 2017.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2020.

Based on ARS Wealth Advisors's 13F filing for Q1 2020, filed 11 Jun 2021.