Mid Atlantic Financial Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$443K	Sell	8,546 -79	-0.9%	-$4.28K	0.03%	500
2021 Q2	$468K	Buy	8,625 +709	+9%	+$38.4K	0.03%	492
2021 Q1	$412K	Buy	7,916 +299	+4%	+$14.7K	0.03%	499
2020 Q4	$358K	Buy	7,617 +1,350	+22%	+$59.7K	0.03%	510
2020 Q3	$276K	Buy	+6,267	New	+$244K	0.02%	551
2020 Q1	–	Sell	-25,499	Closed	-$1.07M	–	715
2019 Q4	$1.07M	Buy	25,499 +11,760	+86%	+$483K	0.1%	200
2019 Q3	$548K	Buy	13,739 +2,584	+23%	+$102K	0.06%	326
2019 Q2	$443K	Buy	11,155 +2,605	+30%	+$101K	0.05%	404
2019 Q1	$327K	Buy	+8,550	New	+$315K	0.04%	489

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's FIDU Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.92% in Q3 2021, selling an estimated $4.28K and leaving 8,546 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #500.

Mid Atlantic Financial Management first reported a position in FIDU in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2019. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Mid Atlantic Financial Management held 8,546 shares of Fidelity MSCI Industrials Index ETF worth $443K as of Q3 2021.
Mid Atlantic Financial Management sold 79 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $4.28K.
Fidelity MSCI Industrials Index ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #500 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and has held it in 9 quarters since.
Mid Atlantic Financial Management's Fidelity MSCI Industrials Index ETF position peaked at $1.07M in Q4 2019.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.