Raymond James Financial Services Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$509K	Buy	7,051 +225	+3%	+$15.3K	﹤0.01%	2604
2024 Q2	$446K	Sell	6,826 -2,596	-28%	-$172K	﹤0.01%	2617
2024 Q1	$639K	Buy	9,422 +85	+0.9%	+$5.37K	﹤0.01%	2339
2023 Q4	$572K	Sell	9,337 -142	-1%	-$7.95K	﹤0.01%	2317
2023 Q3	$513K	Sell	9,479 -42,595	-82%	-$2.42M	﹤0.01%	2315
2023 Q2	$2.96M	Sell	52,074 -1,304	-2%	-$69.1K	0.01%	1300
2023 Q1	$2.82M	Sell	53,378 -1,662	-3%	-$87.5K	0.01%	1293
2022 Q4	$2.79M	Buy	55,040 +202	+0.4%	+$10K	0.01%	1260
2022 Q3	$2.4M	Sell	54,838 -3,131	-5%	-$151K	0.01%	1332
2022 Q2	$2.62M	Buy	57,969 +11,718	+25%	+$573K	0.01%	1300
2022 Q1	$2.49M	Buy	46,251 +10	+0%	+$532	﹤0.01%	1367
2021 Q4	$2.6M	Buy	46,241 +1,648	+4%	+$91.2K	﹤0.01%	1368
2021 Q3	$2.31M	Sell	44,593 -5,480	-11%	-$297K	﹤0.01%	1405
2021 Q2	$2.71M	Buy	50,073 +16,667	+50%	+$903K	0.01%	1312
2021 Q1	$1.74M	Buy	33,406 +22,185	+198%	+$1.09M	﹤0.01%	1486
2020 Q4	$527K	Buy	+11,221	New	+$496K	﹤0.01%	2109
2020 Q1	–	Sell	-20,628	Closed	-$867K	–	2555
2019 Q4	$867K	Buy	20,628 +2,897	+16%	+$119K	﹤0.01%	1625
2019 Q3	$707K	Sell	17,731 -15,224	-46%	-$599K	﹤0.01%	1683
2019 Q2	$1.31M	Buy	32,955 +1,313	+4%	+$51.1K	0.01%	1339
2019 Q1	$1.21M	Buy	31,642 +1,170	+4%	+$43.1K	0.01%	1349
2018 Q4	$998K	Buy	30,472 +20,849	+217%	+$752K	0.01%	1264
2018 Q3	$387K	Sell	9,623 -7,135	-43%	-$280K	﹤0.01%	2111
2018 Q2	$621K	Buy	16,758 +154	+0.9%	+$5.85K	﹤0.01%	1728
2018 Q1	$628K	Buy	16,604 +9,300	+127%	+$365K	﹤0.01%	1581
2017 Q4	$283K	Buy	+7,304	New	+$273K	﹤0.01%	2048

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FSC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Raymond James Financial Services Advisors's FIDU Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.3% in Q3 2024, buying an estimated $15.3K and bringing the position to 7,051 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Raymond James Financial Services Advisors first reported a position in FIDU in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.96M in Q2 2023. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

Raymond James Financial Services Advisors held 7,051 shares of Fidelity MSCI Industrials Index ETF worth $509K as of Q3 2024.
Raymond James Financial Services Advisors bought 225 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $15.3K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2604 holding.
Raymond James Financial Services Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and has held it in 25 quarters since.
Raymond James Financial Services Advisors's Fidelity MSCI Industrials Index ETF position peaked at $2.96M in Q2 2023.
159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.