BOK Financial Private Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BOK Financial Private Wealth’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 Q1	–	Sell	-70	Closed	-$4.29K	–	492
2023 Q4	$4.29K	Buy	+70	New	+$3.92K	﹤0.01%	407
2022 Q1	–	Sell	-5,413	Closed	-$304K	–	319
2021 Q4	$304K	Buy	+5,413	New	+$299K	0.02%	223
2020 Q2	–	Sell	-40,835	Closed	-$1.24M	–	173
2020 Q1	$1.24M	Buy	40,835 +32,424	+385%	+$1.26M	0.15%	94
2019 Q4	$354K	Buy	+8,411	New	+$345K	0.03%	144

Other funds holding FIDU

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Royal Bank of Canada

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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