Independent Advisor Alliance’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Independent Advisor Alliance’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
2021 Q4	–	Sell	-6,824	Closed	-$354K	–	691
2021 Q3	$354K	Buy	6,824 +214	+3%	+$11.6K	0.02%	447
2021 Q2	$358K	Buy	6,610 +52	+0.8%	+$2.82K	0.02%	470
2021 Q1	$342K	Buy	6,558 +144	+2%	+$7.07K	0.02%	461
2020 Q4	$302K	Buy	+6,414	New	+$284K	0.02%	434

Other funds holding FIDU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Independent Advisor Alliance's FIDU Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2021, closing a stake of 6,824 shares — an estimated $354K sold.

Independent Advisor Alliance first reported a position in FIDU in Q4 2020 and held it in 4 quarters. The position peaked at $358K in Q2 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

Independent Advisor Alliance reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2021 after selling out during the quarter.
Independent Advisor Alliance sold 6,824 Fidelity MSCI Industrials Index ETF shares in Q4 2021, an estimated $354K.
Independent Advisor Alliance first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 4 quarters.
Independent Advisor Alliance's Fidelity MSCI Industrials Index ETF position peaked at $358K in Q2 2021.
133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.