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

FDx 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
2018
Q2 		– Sell
-13,016
Closed -$492K – 930
2018
Q1 		$492K Buy
13,016
+4,762
+58% +$187K 0.01% 775
2017
Q4 		$319K Sell
8,254
-2,868
-26% -$107K 0.01% 1003
2017
Q3 		$406K Buy
11,122
+39
+0.4% +$1.37K 0.01% 900
2017
Q2 		$386K Buy
11,083
+738
+7% +$25.2K 0.01% 874
2017
Q1 		$347K Sell
10,345
-7,559
-42% -$252K 0.01% 925
2016
Q4 		$577K Buy
+17,904
New +$557K 0.02% 719

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

FDx Advisors's FIDU Position: Q2 2018 in Review

FDx Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2018, closing a stake of 13,016 shares — an estimated $492K sold.

FDx Advisors first reported a position in FIDU in Q4 2016 and held it in 6 quarters. The position peaked at $577K in Q4 2016. 79 funds tracked by Wall St. Rank hold FIDU as of Q2 2018.

  • FDx Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 13,016 Fidelity MSCI Industrials Index ETF shares in Q2 2018, an estimated $492K.
  • FDx Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2016 and held it in 6 quarters.
  • FDx Advisors's Fidelity MSCI Industrials Index ETF position peaked at $577K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.