Newfound Research’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Newfound Research’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
2020 Q4	–	Sell	-27,551	Closed	-$1.11M	–	141
2020 Q3	$1.11M	Sell	27,551 -11,890	-30%	-$464K	3.16%	14
2020 Q2	$1.42M	Buy	+39,441	New	+$1.33M	1.76%	27
2020 Q1	–	Sell	-47,269	Closed	-$1.99M	–	122
2019 Q4	$1.99M	Sell	47,269 -1,126	-2%	-$46.2K	1.86%	27
2019 Q3	$1.93M	Sell	48,395 -1,720	-3%	-$67.7K	1.69%	28
2019 Q2	$1.99M	Sell	50,115 -29,953	-37%	-$1.17M	1.72%	23
2019 Q1	$3.06M	Buy	+80,068	New	+$2.95M	2.23%	21
2018 Q4	–	Sell	-51,928	Closed	-$2.09M	–	157
2018 Q3	$2.09M	Buy	+51,928	New	+$2.04M	1.18%	31
2018 Q2	–	Sell	-71,698	Closed	-$2.71M	–	177
2018 Q1	$2.71M	Buy	71,698 +9,234	+15%	+$362K	1.54%	24
2017 Q4	$2.42M	Buy	62,464 +2,661	+4%	+$99.3K	1.28%	35
2017 Q3	$2.19M	Buy	59,803 +48,782	+443%	+$1.71M	1.25%	35
2017 Q2	$383K	Buy	11,021 +10,161	+1,182%	+$347K	0.27%	41
2017 Q1	$29K	Buy	+860	New	+$28.7K	0.02%	42

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSC

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

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

Newfound Research's FIDU Position: Q4 2020 in Review

Newfound Research sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2020, closing a stake of 27,551 shares — an estimated $1.11M sold.

Newfound Research first reported a position in FIDU in Q1 2017 and held it in 12 quarters. The position peaked at $3.06M in Q1 2019. 102 funds tracked by Wall St. Rank hold FIDU as of Q4 2020.

Newfound Research reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2020 after selling out during the quarter.
Newfound Research sold 27,551 Fidelity MSCI Industrials Index ETF shares in Q4 2020, an estimated $1.11M.
Newfound Research first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2017 and held it in 12 quarters.
Newfound Research's Fidelity MSCI Industrials Index ETF position peaked at $3.06M in Q1 2019.
102 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2020.

Based on Newfound Research's 13F filing for Q4 2020, filed 22 Jan 2021.