BerganKDV Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BerganKDV Wealth 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
2020 Q4	–	Sell	-7	Closed	–	–	966
2020 Q3	$0	Sell	7 -83	-92%	-$3.24K	﹤0.01%	935
2020 Q2	$3K	Buy	90 +86	+2,150%	+$2.9K	﹤0.01%	697
2020 Q1	$0	Hold	4	–	–	﹤0.01%	944
2019 Q4	$0	Hold	4	–	–	﹤0.01%	945
2019 Q3	$0	Hold	4	–	–	﹤0.01%	704
2019 Q2	$0	Hold	4	–	–	﹤0.01%	743
2019 Q1	$0	Hold	4	–	–	﹤0.01%	736
2018 Q4	$0	Buy	4 +3	+300%	+$108	﹤0.01%	700
2018 Q3	$0	Hold	1	–	–	﹤0.01%	625
2018 Q2	$0	Buy	+1	New	+$38	﹤0.01%	645

Other funds holding FIDU

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

BerganKDV Wealth Management's FIDU Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2020, closing a stake of 7 shares.

BerganKDV Wealth Management first reported a position in FIDU in Q2 2018 and held it in 10 quarters. The position peaked at $3K in Q2 2020. 102 funds tracked by Wall St. Rank hold FIDU as of Q4 2020.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 7 Fidelity MSCI Industrials Index ETF shares in Q4 2020.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $3K in Q2 2020.
102 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.