Bedel Financial Consulting’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Bedel Financial Consulting’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	-98	Closed	-$5K	–	420
2022 Q1	$5K	Hold	98	–	–	﹤0.01%	761
2021 Q4	$6K	Hold	98	–	–	﹤0.01%	749
2021 Q3	$5K	Hold	98	–	–	﹤0.01%	770
2021 Q2	$5K	Hold	98	–	–	﹤0.01%	767
2021 Q1	$5K	Hold	98	–	–	﹤0.01%	742
2020 Q4	$5K	Hold	98	–	–	﹤0.01%	644
2020 Q3	$4K	Hold	98	–	–	﹤0.01%	638
2020 Q2	$4K	Hold	98	–	–	﹤0.01%	614
2020 Q1	$3K	Hold	98	–	–	﹤0.01%	632
2019 Q4	$4K	Hold	98	–	–	﹤0.01%	608
2019 Q3	$4K	Hold	98	–	–	﹤0.01%	588
2019 Q2	$4K	Hold	98	–	–	﹤0.01%	590
2019 Q1	$4K	Hold	98	–	–	﹤0.01%	594
2018 Q4	$3K	Hold	98	–	–	﹤0.01%	583
2018 Q3	$3K	Buy	98 +30	+44%	+$1.18K	﹤0.01%	592
2018 Q2	$3K	Buy	+68	New	+$2.58K	﹤0.01%	592

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

Bedel Financial Consulting's FIDU Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 98 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in FIDU in Q2 2018 and held it in 16 quarters. The position peaked at $6K in Q4 2021. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 98 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $5K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Fidelity MSCI Industrials Index ETF position peaked at $6K in Q4 2021.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.