Family Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Family Asset 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
2023 Q1	–	Sell	-25	Closed	-$1.27K	–	180
2022 Q4	$1.27K	Buy	+25	New	+$1.24K	﹤0.01%	157

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Family Asset Management's FIDU Position: Q1 2023 in Review

Family Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2023, closing a stake of 25 shares — an estimated $1.27K sold.

Family Asset Management first reported a position in FIDU in Q4 2022 and held it in 1 quarter. The position peaked at $1.27K in Q4 2022. 124 funds tracked by Wall St. Rank hold FIDU as of Q1 2023.

Family Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2023 after selling out during the quarter.
Family Asset Management sold 25 Fidelity MSCI Industrials Index ETF shares in Q1 2023, an estimated $1.27K.
Family Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 1 quarter.
Family Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $1.27K in Q4 2022.
124 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2023.

Based on Family Asset Management's 13F filing for Q1 2023, filed 3 May 2023.