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

Prospera Financial Services’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
2022 Q2	–	Sell	-950	Closed	-$51K	–	1948
2022 Q1	$51K	Buy	+950	New	+$50.5K	﹤0.01%	1373
2020 Q4	–	Sell	-1,250	Closed	-$50K	–	963
2020 Q3	$50K	Buy	+1,250	New	+$48.7K	0.02%	618
2018 Q4	–	Sell	-5,750	Closed	-$224K	–	411
2018 Q3	$224K	Sell	5,750 -1,177	-17%	-$46.2K	0.04%	373
2018 Q2	$258K	Buy	6,927 +6	+0.1%	+$228	0.04%	382
2018 Q1	$261K	Buy	6,921 +5	+0.1%	+$196	0.04%	367
2017 Q4	$271K	Buy	6,916 +5	+0.1%	+$187	0.04%	330
2017 Q3	$254K	Buy	+6,911	New	+$243K	0.04%	354

Other funds holding FIDU

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

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

FSC

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

IPW

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's FIDU Position: Q2 2022 in Review

Prospera Financial Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 950 shares — an estimated $51K sold.

Prospera Financial Services first reported a position in FIDU in Q3 2017 and held it in 7 quarters. The position peaked at $271K in Q4 2017. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Prospera Financial Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 950 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $51K.
Prospera Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2017 and held it in 7 quarters.
Prospera Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $271K in Q4 2017.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.