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

Level Four Financial’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 Q3	$412K	Buy	7,936 +75	+1%	+$4.06K	0.18%	143
2021 Q2	$426K	Buy	7,861 +300	+4%	+$16.3K	0.18%	154
2021 Q1	$394K	Buy	7,561 +85	+1%	+$4.17K	0.18%	159
2020 Q4	$351K	Buy	+7,476	New	+$331K	0.15%	187

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

FSC

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Four Financial's FIDU Position: Q3 2021 in Review

Level Four Financial increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.95% in Q3 2021, buying an estimated $4.06K and bringing the position to 7,936 shares worth $412K. The position accounts for 0.18% of the portfolio, ranked #143.

Level Four Financial first reported a position in FIDU in Q4 2020 and has held it in 4 quarters since. The position peaked at $426K in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Level Four Financial held 7,936 shares of Fidelity MSCI Industrials Index ETF worth $412K as of Q3 2021.
Level Four Financial bought 75 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $4.06K.
Fidelity MSCI Industrials Index ETF made up 0.18% of Level Four Financial's portfolio in Q3 2021, its #143 holding.
Level Four Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Fidelity MSCI Industrials Index ETF position peaked at $426K in Q2 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.