Worth Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Worth Asset Management’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 Q3	–	Sell	-100	Closed	-$5.69K	–	201
2023 Q2	$5.69K	Hold	100	–	–	﹤0.01%	351
2023 Q1	$5.29K	Hold	100	–	–	﹤0.01%	374
2022 Q4	$5.07K	Hold	100	–	–	﹤0.01%	363
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	364
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	408
2022 Q1	$5K	Buy	+100	New	+$5.32K	﹤0.01%	400

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

FSC

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Worth Asset Management's FIDU Position: Q3 2023 in Review

Worth Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 100 shares — an estimated $5.69K sold.

Worth Asset Management first reported a position in FIDU in Q1 2022 and held it in 6 quarters. The position peaked at $5.69K in Q2 2023. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

Worth Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 100 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $5.69K.
Worth Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and held it in 6 quarters.
Worth Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $5.69K in Q2 2023.
134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.