Ken Fisher
FIDU icon

Ken Fisher’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Ken Fisher’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
2023
Q3 		– Sell
-4,321
Closed -$246K – 1205
2023
Q2 		$246K Buy
+4,321
New +$229K ﹤0.01% 987
2021
Q3 		– Sell
-5,766
Closed -$313K – 947
2021
Q2 		$313K Buy
+5,766
New +$312K ﹤0.01% 797

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ken Fisher's FIDU Position: Q3 2023 in Review

Ken Fisher sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 4,321 shares — an estimated $246K sold.

Ken Fisher first reported a position in FIDU in Q2 2021 and held it in 2 quarters. The position peaked at $313K in Q2 2021. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

  • Ken Fisher reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
  • Ken Fisher sold 4,321 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $246K.
  • Ken Fisher first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and held it in 2 quarters.
  • Ken Fisher's Fidelity MSCI Industrials Index ETF position peaked at $313K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.