B. Riley Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

B. Riley 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
2022 Q1	–	Sell	-5,740	Closed	-$323K	–	1425
2021 Q4	$323K	Sell	5,740 -57	-1%	-$3.15K	0.01%	1028
2021 Q3	$301K	Sell	5,797 -109,390	-95%	-$5.93M	0.01%	1036
2021 Q2	$6.25M	Buy	+115,187	New	+$6.24M	0.2%	112
2018 Q4	–	Sell	-7,824	Closed	-$315K	–	688
2018 Q3	$315K	Sell	7,824 -120	-2%	-$4.71K	0.04%	481
2018 Q2	$295K	Buy	7,944 +1,827	+30%	+$69.4K	0.04%	470
2018 Q1	$232K	Buy	+6,117	New	+$240K	0.03%	537

Other funds holding FIDU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

B. Riley Wealth Advisors's FIDU Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 5,740 shares — an estimated $323K sold.

B. Riley Wealth Advisors first reported a position in FIDU in Q1 2018 and held it in 6 quarters. The position peaked at $6.25M in Q2 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

B. Riley Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,740 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $323K.
B. Riley Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and held it in 6 quarters.
B. Riley Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $6.25M in Q2 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.