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

Spearhead Capital 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 Q3	$270K	Hold	6,184	–	–	0.29%	89
2022 Q2	$280K	Hold	6,184	–	–	0.04%	132
2022 Q1	$333K	Buy	+6,184	New	+$329K	0.04%	120

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PCS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spearhead Capital Advisors's FIDU Position: Q3 2022 in Review

Spearhead Capital Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2022 at 6,184 shares worth $270K. The position accounts for 0.29% of the portfolio, ranked #89.

Spearhead Capital Advisors first reported a position in FIDU in Q1 2022 and has held it in 3 quarters since. The position peaked at $333K in Q1 2022. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

Spearhead Capital Advisors held 6,184 shares of Fidelity MSCI Industrials Index ETF worth $270K as of Q3 2022.
Spearhead Capital Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2022.
Fidelity MSCI Industrials Index ETF made up 0.29% of Spearhead Capital Advisors's portfolio in Q3 2022, its #89 holding.
Spearhead Capital Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and has held it in 3 quarters since.
Spearhead Capital Advisors's Fidelity MSCI Industrials Index ETF position peaked at $333K in Q1 2022.
109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.