Financial Architects (New Jersey)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Financial Architects (New Jersey)’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	-950	Closed	-$36K	–	1383
2018 Q1	$36K	Buy	950 +650	+217%	+$25.5K	0.01%	703
2017 Q4	$12K	Buy	+300	New	+$11.2K	﹤0.01%	1094

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Financial Architects (New Jersey)'s FIDU Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2018, closing a stake of 950 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in FIDU in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q1 2018. 79 funds tracked by Wall St. Rank hold FIDU as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 950 Fidelity MSCI Industrials Index ETF shares in Q2 2018, an estimated $36K.
Financial Architects (New Jersey) first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 2 quarters.
Financial Architects (New Jersey)'s Fidelity MSCI Industrials Index ETF position peaked at $36K in Q1 2018.
79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.