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

Win 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
2023 Q1	–	Sell	-63,076	Closed	-$3.2M	–	74
2022 Q4	$3.2M	Buy	+63,076	New	+$3.13M	1.2%	4

Other funds holding FIDU

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

Win Advisors's FIDU Position: Q1 2023 in Review

Win Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2023, closing a stake of 63,076 shares — an estimated $3.2M sold.

Win Advisors first reported a position in FIDU in Q4 2022 and held it in 1 quarter. The position peaked at $3.2M in Q4 2022. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2023.

Win Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 63,076 Fidelity MSCI Industrials Index ETF shares in Q1 2023, an estimated $3.2M.
Win Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 1 quarter.
Win Advisors's Fidelity MSCI Industrials Index ETF position peaked at $3.2M in Q4 2022.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.