RegentAtlantic Capital’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

RegentAtlantic Capital’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	-3,767	Closed	-$203K	–	685
2022 Q1	$203K	Buy	3,767 +12	+0.3%	+$638	0.01%	664
2021 Q4	$211K	Buy	+3,755	New	+$208K	0.01%	653

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

RegentAtlantic Capital's FIDU Position: Q2 2022 in Review

RegentAtlantic Capital sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 3,767 shares — an estimated $203K sold.

RegentAtlantic Capital first reported a position in FIDU in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

RegentAtlantic Capital reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
RegentAtlantic Capital sold 3,767 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $203K.
RegentAtlantic Capital first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 2 quarters.
RegentAtlantic Capital's Fidelity MSCI Industrials Index ETF position peaked at $211K in Q4 2021.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.