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

Dakota Wealth Management’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
2019 Q4	–	Sell	-5,403	Closed	-$215K	–	312
2019 Q3	$215K	Buy	+5,403	New	+$213K	0.04%	277
2019 Q2	–	Sell	-5,303	Closed	-$203K	–	292
2019 Q1	$203K	Sell	5,303 -212	-4%	-$7.82K	0.04%	280
2018 Q4	$222K	Hold	5,515	–	–	0.05%	249
2018 Q3	$222K	Buy	+5,515	New	+$216K	0.05%	245

Other funds holding FIDU

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return