Carroll Financial Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Carroll Financial Associates’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 Q4	$2K	Hold	50	–	–	﹤0.01%	1477
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1553
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1565
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1498
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	1385
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	1326
2020 Q2	$1K	Buy	+50	New	+$1.68K	﹤0.01%	1425

Other funds holding FIDU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Carroll Financial Associates's FIDU Position: Q4 2021 in Review

Carroll Financial Associates held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q4 2021 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Carroll Financial Associates first reported a position in FIDU in Q2 2020 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

Carroll Financial Associates held 50 shares of Fidelity MSCI Industrials Index ETF worth $2K as of Q4 2021.
Carroll Financial Associates left its Fidelity MSCI Industrials Index ETF share count unchanged in Q4 2021.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1477 holding.
Carroll Financial Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2020 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.