Dividend Assets Capital’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Dividend Assets Capital’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
2023 Q2	–	Sell	-268	Closed	-$14K	–	528
2023 Q1	$14K	Hold	268	–	–	﹤0.01%	406
2022 Q4	$14K	Buy	+268	New	+$13.3K	﹤0.01%	406

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dividend Assets Capital's FIDU Position: Q2 2023 in Review

Dividend Assets Capital sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2023, closing a stake of 268 shares — an estimated $14K sold.

Dividend Assets Capital first reported a position in FIDU in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2023. 128 funds tracked by Wall St. Rank hold FIDU as of Q2 2023.

Dividend Assets Capital reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2023 after selling out during the quarter.
Dividend Assets Capital sold 268 Fidelity MSCI Industrials Index ETF shares in Q2 2023, an estimated $14K.
Dividend Assets Capital first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 2 quarters.
Dividend Assets Capital's Fidelity MSCI Industrials Index ETF position peaked at $14K in Q1 2023.
128 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2023.

Based on Dividend Assets Capital's 13F filing for Q2 2023, filed 31 Jul 2023.