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

Sage Mountain 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
2026 Q3	$97.8K	Hold	1,104	–	–	0.01%	236
2026 Q2	$110K	Hold	1,104	–	–	0.01%	242
2026 Q1	$95.5K	Hold	1,104	–	–	0.01%	225
2025 Q4	$91.1K	Hold	1,104	–	–	﹤0.01%	511
2025 Q3	$90.5K	Hold	1,104	–	–	0.01%	496
2025 Q2	$85.6K	Hold	1,104	–	–	0.01%	444
2025 Q1	$75.6K	Hold	1,104	–	–	0.01%	427
2024 Q4	$77.6K	Hold	1,104	–	–	0.01%	422
2024 Q3	$79.7K	Buy	+1,104	New	+$75.1K	0.01%	429

Other funds holding FIDU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

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

Sage Mountain Advisors's FIDU Position: Q3 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2026 at 1,104 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Sage Mountain Advisors first reported a position in FIDU in Q3 2024 and has held it in 9 quarters since. The position peaked at $110K in Q2 2026. 227 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Sage Mountain Advisors held 1,104 shares of Fidelity MSCI Industrials Index ETF worth $97.8K as of Q3 2026.
Sage Mountain Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #236 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 9 quarters since.
Sage Mountain Advisors's Fidelity MSCI Industrials Index ETF position peaked at $110K in Q2 2026.
227 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.