Stratos Wealth Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Stratos Wealth Partners’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 Q2	–	Sell	-4,898	Closed	-$264K	–	1230
2022 Q1	$264K	Buy	4,898 +204	+4%	+$10.8K	0.01%	1038
2021 Q4	$264K	Sell	4,694 -583	-11%	-$32.3K	0.01%	1046
2021 Q3	$274K	Buy	5,277 +3	+0.1%	+$163	0.01%	975
2021 Q2	$286K	Buy	5,274 +130	+3%	+$7.04K	0.01%	992
2021 Q1	$268K	Buy	+5,144	New	+$252K	0.01%	925
2020 Q2	–	Sell	-6,760	Closed	-$206K	–	1009
2020 Q1	$206K	Sell	6,760 -500	-7%	-$19.4K	0.01%	806
2019 Q4	$305K	Buy	7,260 +500	+7%	+$20.5K	0.01%	746
2019 Q3	$269K	Buy	+6,760	New	+$266K	0.01%	762
2019 Q1	–	Sell	-6,430	Closed	-$211K	–	943
2018 Q4	$211K	Sell	6,430 -300	-4%	-$10.8K	0.01%	779
2018 Q3	$271K	Sell	6,730 -71	-1%	-$2.79K	0.01%	749
2018 Q2	$252K	Sell	6,801 -130	-2%	-$4.94K	0.01%	822
2018 Q1	$262K	Buy	6,931 +1,949	+39%	+$76.4K	0.01%	787
2017 Q4	$193K	Buy	+4,982	New	+$186K	0.01%	898

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

IPW

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stratos Wealth Partners's FIDU Position: Q2 2022 in Review

Stratos Wealth Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 4,898 shares — an estimated $264K sold.

Stratos Wealth Partners first reported a position in FIDU in Q4 2017 and held it in 13 quarters. The position peaked at $305K in Q4 2019. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Stratos Wealth Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 4,898 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $264K.
Stratos Wealth Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 13 quarters.
Stratos Wealth Partners's Fidelity MSCI Industrials Index ETF position peaked at $305K in Q4 2019.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.