NF
FIDU icon

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

Nvest 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
2023
Q2 		– Sell
-12,692
Closed -$671K – 65
2023
Q1 		$671K Buy
+12,692
New +$668K 0.7% 35

Other funds holding FIDU

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nvest Financial's FIDU Position: Q2 2023 in Review

Nvest Financial sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2023, closing a stake of 12,692 shares — an estimated $671K sold.

Nvest Financial first reported a position in FIDU in Q1 2023 and held it in 1 quarter. The position peaked at $671K in Q1 2023. 128 funds tracked by Wall St. Rank hold FIDU as of Q2 2023.

  • Nvest Financial reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Nvest Financial sold 12,692 Fidelity MSCI Industrials Index ETF shares in Q2 2023, an estimated $671K.
  • Nvest Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and held it in 1 quarter.
  • Nvest Financial's Fidelity MSCI Industrials Index ETF position peaked at $671K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2023.

Based on Nvest Financial's 13F filing for Q2 2023, filed 20 Jul 2023.