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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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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. 124 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.
  • 124 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.