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Level Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Level Financial Advisors’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
2022
Q3 		– Sell
-5
Closed – – 272
2022
Q2 		$0 Buy
+5
New +$244 ﹤0.01% 317

Other funds holding FIDU

Lido Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Financial Advisors's FIDU Position: Q3 2022 in Review

Level Financial Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2022, closing a stake of 5 shares.

Level Financial Advisors first reported a position in FIDU in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

  • Level Financial Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 5 Fidelity MSCI Industrials Index ETF shares in Q3 2022.
  • Level Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Fidelity MSCI Industrials Index ETF position peaked at $0 in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.