Retirement Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Retirement Group’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 Q3	–	Sell	-443	Closed	-$20K	–	590
2022 Q2	$20K	Buy	443 +2	+0.5%	+$98	0.01%	318
2022 Q1	$24K	Buy	441 +2	+0.5%	+$106	0.01%	309
2021 Q4	$25K	Buy	+439	New	+$24.3K	0.01%	302

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCS

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Retirement Group's FIDU Position: Q3 2022 in Review

Retirement Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2022, closing a stake of 443 shares — an estimated $20K sold.

Retirement Group first reported a position in FIDU in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2021. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

Retirement Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 443 Fidelity MSCI Industrials Index ETF shares in Q3 2022, an estimated $20K.
Retirement Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 3 quarters.
Retirement Group's Fidelity MSCI Industrials Index ETF position peaked at $25K in Q4 2021.
109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.