LWM
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LongView Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

LongView Wealth Management’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
Q2 		– Sell
-3,051
Closed -$207K – 186
2024
Q1 		$207K Buy
+3,051
New +$193K 0.08% 169

Other funds holding FIDU

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

LongView Wealth Management's FIDU Position: Q2 2024 in Review

LongView Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2024, closing a stake of 3,051 shares — an estimated $207K sold.

LongView Wealth Management first reported a position in FIDU in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 149 funds tracked by Wall St. Rank hold FIDU as of Q2 2024.

  • LongView Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2024 after selling out during the quarter.
  • LongView Wealth Management sold 3,051 Fidelity MSCI Industrials Index ETF shares in Q2 2024, an estimated $207K.
  • LongView Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and held it in 1 quarter.
  • LongView Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $207K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2024.

Based on LongView Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.