FPFS
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First Personal Financial Services’s Fidus Investment FDUS Stock Holding History

First Personal Financial Services’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,499
Closed -$26K – 405
2022
Q3 		$26K Buy
+1,499
New +$28.4K 0.01% 266
2016
Q1 		– Sell
-520
Closed -$7K – 335
2015
Q4 		$7K Sell
520
-3,480
-87% -$48.6K ﹤0.01% 311
2015
Q3 		$56K Hold
4,000
– – 0.03% 166
2015
Q2 		$60K Sell
4,000
-1,362
-25% -$22.1K 0.04% 156
2015
Q1 		$83K Hold
5,362
– – 0.05% 138
2014
Q4 		$79K Buy
+5,362
New +$86.1K 0.05% 138

Other funds holding FDUS

AWA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return