Certified Advisory Corp’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Certified Advisory Corp’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	-300	Closed	-$16K	–	385
2021 Q1	$16K	Buy	+300	New	+$14.7K	﹤0.01%	533
2020 Q2	$20K	Hold	554	–	–	0.01%	437
2020 Q1	$17K	Sell	554 -24	-4%	-$932	0.01%	443
2019 Q4	$24K	Buy	578 +24	+4%	+$985	0.01%	441
2019 Q3	$22K	Buy	554 +254	+85%	+$10K	0.01%	466
2019 Q2	$12K	Hold	300	–	–	﹤0.01%	556
2019 Q1	$11K	Buy	+300	New	+$11.1K	﹤0.01%	536

Other funds holding FIDU

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

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Certified Advisory Corp's FIDU Position: Q2 2021 in Review

Certified Advisory Corp sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2021, closing a stake of 300 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in FIDU in Q1 2019 and held it in 7 quarters. The position peaked at $24K in Q4 2019. 116 funds tracked by Wall St. Rank hold FIDU as of Q2 2021.

Certified Advisory Corp reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 300 Fidelity MSCI Industrials Index ETF shares in Q2 2021, an estimated $16K.
Certified Advisory Corp first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Fidelity MSCI Industrials Index ETF position peaked at $24K in Q4 2019.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.