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

EP Wealth 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
-1,671
Closed -$102K – 847
2023
Q4 		$102K Buy
+1,671
New +$93.6K ﹤0.01% 790

Other funds holding FIDU

Lido Advisors
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
AWM
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
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
AM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EP Wealth Advisors's FIDU Position: Q1 2024 in Review

EP Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2024, closing a stake of 1,671 shares — an estimated $102K sold.

EP Wealth Advisors first reported a position in FIDU in Q4 2023 and held it in 1 quarter. The position peaked at $102K in Q4 2023. 143 funds tracked by Wall St. Rank hold FIDU as of Q1 2024.

  • EP Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,671 Fidelity MSCI Industrials Index ETF shares in Q1 2024, an estimated $102K.
  • EP Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2023 and held it in 1 quarter.
  • EP Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $102K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2024.

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