Beck Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Beck Capital Management’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 Q2	–	Sell	-9,804	Closed	-$528K	–	127
2022 Q1	$528K	Sell	9,804 -53	-0.5%	-$2.82K	0.16%	129
2021 Q4	$554K	Buy	9,857 +459	+5%	+$25.4K	0.17%	120
2021 Q3	$488K	Buy	9,398 +695	+8%	+$37.7K	0.16%	116
2021 Q2	$472K	Buy	8,703 +242	+3%	+$13.1K	0.16%	113
2021 Q1	$441K	Buy	8,461 +3,797	+81%	+$186K	0.17%	94
2020 Q4	$219K	Buy	+4,664	New	+$206K	0.09%	105
2020 Q1	–	Sell	-6,912	Closed	-$291K	–	80
2019 Q4	$291K	Sell	6,912 -786	-10%	-$32.3K	0.14%	92
2019 Q3	$307K	Sell	7,698 -994	-11%	-$39.1K	0.17%	77
2019 Q2	$345K	Buy	8,692 +156	+2%	+$6.07K	0.18%	75
2019 Q1	$326K	Buy	+8,536	New	+$315K	0.16%	83
2018 Q4	–	Sell	-8,263	Closed	-$332K	–	74
2018 Q3	$332K	Sell	8,263 -405	-5%	-$15.9K	0.14%	86
2018 Q2	$321K	Sell	8,668 -1,357	-14%	-$51.6K	0.16%	79
2018 Q1	$379K	Buy	+10,025	New	+$393K	0.17%	80

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

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

IPW

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beck Capital Management's FIDU Position: Q2 2022 in Review

Beck Capital Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 9,804 shares — an estimated $528K sold.

Beck Capital Management first reported a position in FIDU in Q1 2018 and held it in 13 quarters. The position peaked at $554K in Q4 2021. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Beck Capital Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
Beck Capital Management sold 9,804 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $528K.
Beck Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and held it in 13 quarters.
Beck Capital Management's Fidelity MSCI Industrials Index ETF position peaked at $554K in Q4 2021.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on Beck Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.