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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Sage Mountain Advisors's FIDU Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 1,104 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #242.

Sage Mountain Advisors first reported a position in FIDU in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Sage Mountain Advisors held 1,104 shares of Fidelity MSCI Industrials Index ETF worth $110K as of Q2 2026.
Sage Mountain Advisors left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #242 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.