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Capital Analysts LLC’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Capital Analysts LLC’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
2021
Q2 		– Sell
-101
Closed -$5K – 987
2021
Q1 		$5K Buy
+101
New +$4.96K ﹤0.01% 868

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Capital Analysts LLC's FIDU Position: Q2 2021 in Review

Capital Analysts LLC sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2021, closing a stake of 101 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in FIDU in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q2 2021.

  • Capital Analysts LLC reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 101 Fidelity MSCI Industrials Index ETF shares in Q2 2021, an estimated $5K.
  • Capital Analysts LLC first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's Fidelity MSCI Industrials Index ETF position peaked at $5K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.