Raymond James & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Raymond James & Associates’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 Q3	–	Sell	-5,666	Closed	-$322K	–	3839
2023 Q2	$322K	Buy	5,666 +1,433	+34%	+$75.9K	﹤0.01%	3212
2023 Q1	$224K	Buy	+4,233	New	+$223K	﹤0.01%	3432
2022 Q4	–	Sell	-8,255	Closed	-$361K	–	3967
2022 Q3	$361K	Buy	+8,255	New	+$398K	﹤0.01%	3062
2022 Q2	–	Sell	-45,985	Closed	-$2.47M	–	4085
2022 Q1	$2.47M	Sell	45,985 -5,564	-11%	-$296K	﹤0.01%	1982
2021 Q4	$2.9M	Buy	51,549 +2,342	+5%	+$130K	﹤0.01%	1910
2021 Q3	$2.55M	Buy	49,207 +2,751	+6%	+$149K	﹤0.01%	1919
2021 Q2	$2.52M	Buy	46,456 +1,728	+4%	+$93.6K	﹤0.01%	1940
2021 Q1	$2.33M	Buy	44,728 +1,397	+3%	+$68.5K	﹤0.01%	1918
2020 Q4	$2.04M	Buy	43,331 +317	+0.7%	+$14K	﹤0.01%	1881
2020 Q3	$1.73M	Sell	43,014 -1,024	-2%	-$39.9K	﹤0.01%	1847
2020 Q2	$1.58M	Sell	44,038 -6,480	-13%	-$218K	﹤0.01%	1870
2020 Q1	$1.54M	Sell	50,518 -1,083	-2%	-$42.1K	﹤0.01%	1724
2019 Q4	$2.17M	Buy	51,601 +3,074	+6%	+$126K	﹤0.01%	1774
2019 Q3	$1.93M	Buy	+48,527	New	+$1.91M	﹤0.01%	1791

Other funds holding FIDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James & Associates's FIDU Position: Q3 2023 in Review

Raymond James & Associates sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 5,666 shares — an estimated $322K sold.

Raymond James & Associates first reported a position in FIDU in Q3 2019 and held it in 14 quarters. The position peaked at $2.9M in Q4 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

Raymond James & Associates reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
Raymond James & Associates sold 5,666 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $322K.
Raymond James & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2019 and held it in 14 quarters.
Raymond James & Associates's Fidelity MSCI Industrials Index ETF position peaked at $2.9M in Q4 2021.
133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Raymond James & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.