CSM Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

CSM Advisors’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	-16,900	Closed	-$1.03M	–	139
2023 Q4	$1.03M	Hold	16,900	–	–	0.07%	105
2023 Q3	$914K	Hold	16,900	–	–	0.08%	102
2023 Q2	$961K	Hold	16,900	–	–	0.07%	110
2023 Q1	$893K	Hold	16,900	–	–	0.08%	103
2022 Q4	$857K	Sell	16,900 -4,000	-19%	-$198K	0.08%	102
2022 Q3	$914K	Hold	20,900	–	–	0.1%	98
2022 Q2	$945K	Hold	20,900	–	–	0.09%	92
2022 Q1	$1.13M	Hold	20,900	–	–	0.08%	94
2021 Q4	$1.17M	Hold	20,900	–	–	0.08%	103
2021 Q3	$1.08M	Hold	20,900	–	–	0.08%	98
2021 Q2	$1.13M	Buy	+20,900	New	+$1.13M	0.07%	99

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