Professional Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Professional Planning’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	$1.3M	Buy	25,153 +579	+2%	+$31.4K	0.62%	30
2021 Q2	$1.33M	Buy	24,574 +4,610	+23%	+$250K	0.61%	32
2021 Q1	$1.04M	Buy	+19,964	New	+$980K	0.51%	39

Other funds holding FIDU

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Professional Planning's FIDU Position: Q3 2021 in Review

Professional Planning increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 2.4% in Q3 2021, buying an estimated $31.4K and bringing the position to 25,153 shares worth $1.3M. The position accounts for 0.62% of the portfolio, ranked #30.

Professional Planning first reported a position in FIDU in Q1 2021 and has held it in 3 quarters since. The position peaked at $1.33M in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Professional Planning held 25,153 shares of Fidelity MSCI Industrials Index ETF worth $1.3M as of Q3 2021.
Professional Planning bought 579 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $31.4K.
Fidelity MSCI Industrials Index ETF made up 0.62% of Professional Planning's portfolio in Q3 2021, its #30 holding.
Professional Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and has held it in 3 quarters since.
Professional Planning's Fidelity MSCI Industrials Index ETF position peaked at $1.33M in Q2 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.