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

EverSource 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
Q3 		– Sell
-167
Closed -$11.5K – 3064
2024
Q2 		$11.5K Buy
+167
New +$11K ﹤0.01% 1776
2022
Q1 		– Sell
-43
Closed -$2K – 1757
2021
Q4 		$2K Buy
+43
New +$2.38K ﹤0.01% 1538

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

EverSource Wealth Advisors's FIDU Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2024, closing a stake of 167 shares — an estimated $11.5K sold.

EverSource Wealth Advisors first reported a position in FIDU in Q4 2021 and held it in 2 quarters. The position peaked at $11.5K in Q2 2024. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 167 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $11.5K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $11.5K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.