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

Belpointe 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
2026 Q3	$226K	Buy	2,556 +82	+3%	+$7.76K	0.01%	1048
2026 Q2	$246K	Buy	2,474 +127	+5%	+$11.9K	0.01%	972
2026 Q1	$203K	Buy	+2,347	New	+$211K	0.01%	1023
2023 Q4	–	Sell	-5,246	Closed	-$284K	–	719
2023 Q3	$284K	Sell	5,246 -78	-1%	-$4.43K	0.03%	491
2023 Q2	$303K	Sell	5,324 -664	-11%	-$35.2K	0.03%	446
2023 Q1	$317K	Buy	5,988 +187	+3%	+$9.8K	0.02%	725
2022 Q4	$294K	Buy	+5,801	New	+$288K	0.02%	740

Other funds holding FIDU

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

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Belpointe Asset Management's FIDU Position: Q3 2026 in Review

Belpointe Asset Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.3% in Q3 2026, buying an estimated $7.76K and bringing the position to 2,556 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1048.

Belpointe Asset Management first reported a position in FIDU in Q4 2022 and has held it in 7 quarters since. The position peaked at $317K in Q1 2023. 169 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Belpointe Asset Management held 2,556 shares of Fidelity MSCI Industrials Index ETF worth $226K as of Q3 2026.
Belpointe Asset Management bought 82 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $7.76K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1048 holding.
Belpointe Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 7 quarters since.
Belpointe Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $317K in Q1 2023.
169 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.