Spire Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Spire Wealth Management’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	-142	Closed	-$8.08K	–	2391
2023 Q2	$8.08K	Buy	+142	New	+$7.52K	﹤0.01%	1880
2021 Q3	–	Sell	-238	Closed	-$13K	–	2594
2021 Q2	$13K	Buy	238 +138	+138%	+$7.47K	﹤0.01%	2027
2021 Q1	$5K	Buy	+100	New	+$4.91K	﹤0.01%	2629

Other funds holding FIDU

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

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 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Spire Wealth Management's FIDU Position: Q3 2023 in Review

Spire Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 142 shares — an estimated $8.08K sold.

Spire Wealth Management first reported a position in FIDU in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

Spire Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 142 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $8.08K.
Spire Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $13K in Q2 2021.
134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.