Benjamin F. Edwards & Company’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$3K	Hold	50	–	–	﹤0.01%	1982
2024 Q1	$3K	Hold	50	–	–	﹤0.01%	1958
2023 Q4	$3K	Buy	+50	New	+$2.8K	﹤0.01%	1942
2020 Q1	–	Sell	-135	Closed	-$6K	–	1762
2019 Q4	$6K	Hold	135	–	–	﹤0.01%	1549
2019 Q3	$5K	Hold	135	–	–	﹤0.01%	1566
2019 Q2	$5K	Hold	135	–	–	﹤0.01%	1603
2019 Q1	$5K	Hold	135	–	–	﹤0.01%	1485
2018 Q4	$4K	Buy	+135	New	+$4.87K	﹤0.01%	1502

Other funds holding FIDU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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 $672B AUM 33.48% 1-Year Est. Return

Benjamin F. Edwards & Company's FIDU Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2024 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Benjamin F. Edwards & Company first reported a position in FIDU in Q4 2018 and has held it in 8 quarters since. The position peaked at $6K in Q4 2019. 149 funds tracked by Wall St. Rank hold FIDU as of Q2 2024.

Benjamin F. Edwards & Company held 50 shares of Fidelity MSCI Industrials Index ETF worth $3K as of Q2 2024.
Benjamin F. Edwards & Company left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2024.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1982 holding.
Benjamin F. Edwards & Company first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2018 and has held it in 8 quarters since.
Benjamin F. Edwards & Company's Fidelity MSCI Industrials Index ETF position peaked at $6K in Q4 2019.
149 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.