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LVZ Inc’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

LVZ Inc’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
2018
Q2 		– Sell
-242,804
Closed -$9.19M – 73
2018
Q1 		$9.19M Buy
242,804
+3,559
+1% +$140K 2.49% 14
2017
Q4 		$9.26M Buy
239,245
+5,363
+2% +$200K 2.74% 14
2017
Q3 		$8.55M Buy
+233,882
New +$8.22M 2.75% 14

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return