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

Safeguard Financial’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
-600
Closed -$34K – 236
2023
Q2 		$34K Buy
+600
New +$31.8K 0.02% 196

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's FIDU Position: Q3 2023 in Review

Safeguard Financial sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 600 shares — an estimated $34K sold.

Safeguard Financial first reported a position in FIDU in Q2 2023 and held it in 1 quarter. The position peaked at $34K in Q2 2023. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

  • Safeguard Financial reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 600 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $34K.
  • Safeguard Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Fidelity MSCI Industrials Index ETF position peaked at $34K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.