Jaffetilchin Investment Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-832	Closed	-$60K	–	680
2024 Q3	$60K	Buy	+832	New	+$56.6K	﹤0.01%	548
2018 Q2	–	Sell	-12,458	Closed	-$471K	–	318
2018 Q1	$471K	Buy	12,458 +6,205	+99%	+$243K	0.11%	171
2017 Q4	$242K	Sell	6,253 -5,094	-45%	-$190K	0.08%	204
2017 Q3	$415K	Buy	+11,347	New	+$399K	0.1%	186

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Jaffetilchin Investment Partners's FIDU Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 832 shares — an estimated $60K sold.

Jaffetilchin Investment Partners first reported a position in FIDU in Q3 2017 and held it in 4 quarters. The position peaked at $471K in Q1 2018. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 832 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $60K.
Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2017 and held it in 4 quarters.
Jaffetilchin Investment Partners's Fidelity MSCI Industrials Index ETF position peaked at $471K in Q1 2018.
181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.