Avantax Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-3,696	Closed	-$200K	–	1607
2023 Q3	$200K	Sell	3,696 -1,337	-27%	-$76K	﹤0.01%	1434
2023 Q2	$286K	Sell	5,033 -949	-16%	-$50.3K	﹤0.01%	1211
2023 Q1	$316K	Sell	5,982 -436	-7%	-$23K	﹤0.01%	1127
2022 Q4	$325K	Buy	+6,418	New	+$318K	﹤0.01%	1065

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

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

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

FSC

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's FIDU Position: Q4 2023 in Review

Avantax Advisory Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2023, closing a stake of 3,696 shares — an estimated $200K sold.

Avantax Advisory Services first reported a position in FIDU in Q4 2022 and held it in 4 quarters. The position peaked at $325K in Q4 2022. 144 funds tracked by Wall St. Rank hold FIDU as of Q4 2023.

Avantax Advisory Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,696 Fidelity MSCI Industrials Index ETF shares in Q4 2023, an estimated $200K.
Avantax Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 4 quarters.
Avantax Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $325K in Q4 2022.
144 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.