Soltis Investment Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Soltis Investment 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
2022 Q1	–	Sell	-42,094	Closed	-$2.37M	–	255
2021 Q4	$2.37M	Buy	42,094 +475	+1%	+$26.3K	0.33%	62
2021 Q3	$2.16M	Buy	41,619 +1,254	+3%	+$68K	0.33%	63
2021 Q2	$2.19M	Buy	40,365 +663	+2%	+$35.9K	0.35%	61
2021 Q1	$2.07M	Sell	39,702 -3,727	-9%	-$183K	0.38%	51
2020 Q4	$2.04M	Sell	43,429 -7,091	-14%	-$314K	0.38%	43
2020 Q3	$2.03M	Buy	+50,520	New	+$1.97M	0.48%	40
2020 Q1	–	Sell	-111,568	Closed	-$4.69M	–	170
2019 Q4	$4.69M	Buy	+111,568	New	+$4.58M	0.9%	26

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada

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

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

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return