First Allied Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-218	Closed	-$9K	–	1317
2019 Q3	$9K	Buy	+218	New	+$8.58K	﹤0.01%	1535
2018 Q1	–	Sell	-96	Closed	-$4K	–	1247
2017 Q4	$4K	Buy	+96	New	+$3.58K	﹤0.01%	1496

Other funds holding FIDU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PCS

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

First Allied Advisory Services's FIDU Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2019, closing a stake of 218 shares — an estimated $9K sold.

First Allied Advisory Services first reported a position in FIDU in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2019. 95 funds tracked by Wall St. Rank hold FIDU as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 218 Fidelity MSCI Industrials Index ETF shares in Q4 2019, an estimated $9K.
First Allied Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $9K in Q3 2019.
95 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.