Wealthspire Advisors (Maryland)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-390	Closed	-$15K	–	994
2019 Q1	$15K	Hold	390	–	–	﹤0.01%	1383
2018 Q4	$13K	Hold	390	–	–	﹤0.01%	1369
2018 Q3	$16K	Hold	390	–	–	﹤0.01%	1385
2018 Q2	$14K	Hold	390	–	–	﹤0.01%	1435
2018 Q1	$15K	Sell	390 -86	-18%	-$3.37K	﹤0.01%	1396
2017 Q4	$18K	Buy	+476	New	+$17.8K	﹤0.01%	1360

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HighTower Advisors

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Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services

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

Bank of America

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