B.O.S.S. Retirement Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

B.O.S.S. Retirement 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 Q4	–	Sell	-13,306	Closed	-$960K	–	226
2024 Q3	$960K	Buy	13,306 +2,041	+18%	+$139K	0.19%	126
2024 Q2	$736K	Buy	11,265 +4,213	+60%	+$279K	0.19%	116
2024 Q1	$432K	Sell	7,052 -106	-1%	-$6.69K	0.17%	106
2023 Q4	$438K	Buy	7,158 +3,002	+72%	+$168K	0.08%	187
2023 Q3	$225K	Buy	4,156 +32	+0.8%	+$1.82K	0.05%	223
2023 Q2	$235K	Sell	4,124 -107	-3%	-$5.67K	0.05%	225
2023 Q1	$224K	Sell	4,231 -24	-0.6%	-$1.26K	0.05%	212
2022 Q4	$216K	Buy	+4,255	New	+$211K	0.06%	206

Other funds holding FIDU

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

AWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's FIDU Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 13,306 shares — an estimated $960K sold.

B.O.S.S. Retirement Advisors first reported a position in FIDU in Q4 2022 and held it in 8 quarters. The position peaked at $960K in Q3 2024. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 13,306 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $960K.
B.O.S.S. Retirement Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Fidelity MSCI Industrials Index ETF position peaked at $960K in Q3 2024.
181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.