Welch Capital Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Welch Capital 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
2023 Q1	–	Sell	-6,410	Closed	-$325K	–	24
2022 Q4	$325K	Hold	6,410	–	–	0.1%	22
2022 Q3	$280K	Hold	6,410	–	–	0.09%	25
2022 Q2	$290K	Hold	6,410	–	–	0.09%	27
2022 Q1	$345K	Hold	6,410	–	–	0.08%	26
2021 Q4	$360K	Buy	+6,410	New	+$355K	0.08%	27

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FSC

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

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

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

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

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

PCS

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

Welch Capital Partners's FIDU Position: Q1 2023 in Review

Welch Capital Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2023, closing a stake of 6,410 shares — an estimated $325K sold.

Welch Capital Partners first reported a position in FIDU in Q4 2021 and held it in 5 quarters. The position peaked at $360K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2023.

Welch Capital Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 6,410 Fidelity MSCI Industrials Index ETF shares in Q1 2023, an estimated $325K.
Welch Capital Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Fidelity MSCI Industrials Index ETF position peaked at $360K in Q4 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.