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

Connectus 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	$4.87M	Buy	71,651 +31,159	+77%	+$1.97M	0.13%	124
2023 Q4	$2.48M	Sell	40,492 -106,812	-73%	-$5.98M	0.05%	230
2023 Q3	$7.98M	Buy	147,304 +61,825	+72%	+$3.51M	0.18%	126
2023 Q2	$4.87M	Buy	85,479 +15,747	+23%	+$834K	0.11%	142
2023 Q1	$3.69M	Buy	69,732 +49,494	+245%	+$2.61M	0.09%	164
2022 Q4	$1.03M	Sell	20,238 -12,479	-38%	-$619K	0.02%	288
2022 Q3	$1.43M	Buy	32,717 +15,724	+93%	+$758K	0.03%	290
2022 Q2	$769K	Sell	16,993 -141,348	-89%	-$6.91M	0.02%	302
2022 Q1	$8.9M	Buy	+158,341	New	+$8.42M	0.28%	82

Other funds holding FIDU

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

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

AWM

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

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

FSC

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 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

Connectus Wealth's FIDU Position: Q1 2024 in Review

Connectus Wealth increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 77% in Q1 2024, buying an estimated $1.97M and bringing the position to 71,651 shares worth $4.87M. The position accounts for 0.13% of the portfolio, ranked #124.

Connectus Wealth first reported a position in FIDU in Q1 2022 and has held it in 9 quarters since. The position peaked at $8.9M in Q1 2022. 143 funds tracked by Wall St. Rank hold FIDU as of Q1 2024.

Connectus Wealth held 71,651 shares of Fidelity MSCI Industrials Index ETF worth $4.87M as of Q1 2024.
Connectus Wealth bought 31,159 Fidelity MSCI Industrials Index ETF shares in Q1 2024, an estimated $1.97M.
Fidelity MSCI Industrials Index ETF made up 0.13% of Connectus Wealth's portfolio in Q1 2024, its #124 holding.
Connectus Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's Fidelity MSCI Industrials Index ETF position peaked at $8.9M in Q1 2022.
143 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.