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

Sowell Financial Services’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
2021 Q2	–	Sell	-1,365	Closed	-$75K	–	1267
2021 Q1	$75K	Sell	1,365 -10,347	-88%	-$508K	﹤0.01%	1496
2020 Q4	$551K	Buy	11,712 +11,502	+5,477%	+$509K	0.02%	494
2020 Q3	$8K	Hold	210	–	–	﹤0.01%	1861
2020 Q2	$8K	Hold	210	–	–	﹤0.01%	1758
2020 Q1	$6K	Sell	210 -3	-1%	-$117	﹤0.01%	1759
2019 Q4	$9K	Sell	213 -1,249	-85%	-$51.3K	﹤0.01%	1712
2019 Q3	$58K	Buy	+1,462	New	+$57.6K	﹤0.01%	963

Other funds holding FIDU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FSC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Sowell Financial Services's FIDU Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2021, closing a stake of 1,365 shares — an estimated $75K sold.

Sowell Financial Services first reported a position in FIDU in Q3 2019 and held it in 7 quarters. The position peaked at $551K in Q4 2020. 116 funds tracked by Wall St. Rank hold FIDU as of Q2 2021.

Sowell Financial Services reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,365 Fidelity MSCI Industrials Index ETF shares in Q2 2021, an estimated $75K.
Sowell Financial Services first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Fidelity MSCI Industrials Index ETF position peaked at $551K in Q4 2020.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.