Kelly Financial Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kelly Financial 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
2024 Q3	–	Sell	-55	Closed	-$3.62K	–	311
2024 Q2	$3.62K	Hold	55	–	–	﹤0.01%	527
2024 Q1	$3.75K	Hold	55	–	–	﹤0.01%	528
2023 Q4	$3.38K	Hold	55	–	–	﹤0.01%	522
2023 Q3	$2.97K	Hold	55	–	–	﹤0.01%	509
2023 Q2	$3.11K	Buy	55 +1	+2%	+$53	﹤0.01%	506
2023 Q1	$2.88K	Hold	54	–	–	﹤0.01%	485
2022 Q4	$2.75K	Hold	54	–	–	﹤0.01%	471
2022 Q3	$2.36K	Hold	54	–	–	﹤0.01%	484
2022 Q2	$2.43K	Hold	54	–	–	﹤0.01%	478
2022 Q1	$2.88K	Buy	54 +1	+2%	+$53	﹤0.01%	488
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	495
2021 Q3	$2.76K	Sell	53 -2,827	-98%	-$153K	﹤0.01%	481
2021 Q2	$53K	Buy	2,880 +2,827	+5,334%	+$153K	﹤0.01%	452
2021 Q1	$2.76K	Hold	53	–	–	﹤0.01%	473
2020 Q4	$2.48K	Hold	53	–	–	﹤0.01%	443
2020 Q3	$2.11K	Buy	53 +1	+2%	+$39	﹤0.01%	430
2020 Q2	$1.88K	Hold	52	–	–	﹤0.01%	438
2020 Q1	$1.59K	Hold	52	–	–	﹤0.01%	407
2019 Q4	$2.18K	Hold	52	–	–	﹤0.01%	402
2019 Q3	$2.06K	Buy	52 +1	+2%	+$39	﹤0.01%	396
2019 Q2	$2.04K	Hold	51	–	–	﹤0.01%	374
2019 Q1	$1.96K	Buy	+51	New	+$1.88K	﹤0.01%	376

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

FSC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Kelly Financial Services's FIDU Position: Q3 2024 in Review

Kelly Financial Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2024, closing a stake of 55 shares — an estimated $3.62K sold.

Kelly Financial Services first reported a position in FIDU in Q1 2019 and held it in 22 quarters. The position peaked at $53K in Q2 2021. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

Kelly Financial Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 55 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $3.62K.
Kelly Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $53K in Q2 2021.
159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.