Sigma Planning Corp’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Sigma Planning Corp’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 Q1	$939K	Buy	10,856 +7,203	+197%	+$648K	0.03%	588
2025 Q4	$301K	Sell	3,653 -32	-0.9%	-$2.63K	0.01%	1020
2025 Q3	$302K	Sell	3,685 -315	-8%	-$25.3K	0.01%	1035
2025 Q2	$310K	Sell	4,000 -27	-0.7%	-$1.93K	0.01%	976
2025 Q1	$276K	Buy	4,027 +77	+2%	+$5.5K	0.01%	977
2024 Q4	$278K	Buy	3,950 +204	+5%	+$15K	0.01%	960
2024 Q3	$270K	Sell	3,746 -313	-8%	-$21.3K	0.01%	999
2024 Q2	$265K	Sell	4,059 -141	-3%	-$9.32K	0.01%	973
2024 Q1	$285K	Buy	+4,200	New	+$265K	0.01%	983
2023 Q4	–	Sell	-6,358	Closed	-$344K	–	962
2023 Q3	$344K	Buy	+6,358	New	+$361K	0.01%	866
2023 Q2	–	Sell	-5,548	Closed	-$293K	–	1266
2023 Q1	$293K	Sell	5,548 -80	-1%	-$4.21K	0.01%	1007
2022 Q4	$285K	Buy	5,628 +822	+17%	+$40.8K	0.01%	986
2022 Q3	$210K	Sell	4,806 -33,091	-87%	-$1.6M	0.01%	1099
2022 Q2	$1.71M	Sell	37,897 -3,356	-8%	-$164K	0.06%	307
2022 Q1	$2.22M	Buy	41,253 +2,709	+7%	+$144K	0.07%	288
2021 Q4	$2.17M	Buy	38,544 +688	+2%	+$38.1K	0.06%	310
2021 Q3	$1.96M	Buy	37,856 +2,155	+6%	+$117K	0.06%	336
2021 Q2	$1.94M	Buy	35,701 +17,730	+99%	+$960K	0.06%	342
2021 Q1	$936K	Buy	17,971 +4,387	+32%	+$215K	0.03%	527
2020 Q4	$639K	Buy	13,584 +664	+5%	+$29.4K	0.02%	598
2020 Q3	$519K	Buy	12,920 +1,093	+9%	+$42.6K	0.02%	597
2020 Q2	$425K	Sell	11,827 -1,331	-10%	-$44.8K	0.02%	646
2020 Q1	$401K	Sell	13,158 -19,177	-59%	-$745K	0.02%	555
2019 Q4	$1.36M	Sell	32,335 -5,454	-14%	-$224K	0.06%	333
2019 Q3	$1.51M	Sell	37,789 -3,464	-8%	-$136K	0.07%	281
2019 Q2	$1.64M	Buy	41,253 +23,962	+139%	+$932K	0.08%	250
2019 Q1	$661K	Sell	17,291 -2,444	-12%	-$90.1K	0.04%	431
2018 Q4	$647K	Sell	19,735 -22,998	-54%	-$830K	0.05%	362
2018 Q3	$1.72M	Sell	42,733 -15,371	-26%	-$603K	0.1%	210
2018 Q2	$2.15M	Sell	58,104 -15,520	-21%	-$590K	0.14%	168
2018 Q1	$2.79M	Buy	73,624 +16,731	+29%	+$656K	0.2%	121
2017 Q4	$2.2M	Buy	56,893 +26,379	+86%	+$985K	0.17%	150
2017 Q3	$1.11M	Sell	30,514 -12,846	-30%	-$452K	0.09%	235
2017 Q2	$1.51M	Buy	43,360 +23,389	+117%	+$800K	0.14%	175
2017 Q1	$670K	Buy	19,971 +3,778	+23%	+$126K	0.06%	316
2016 Q4	$522K	Buy	+16,193	New	+$504K	0.06%	340
2016 Q1	–	Sell	-58,941	Closed	-$1.6M	–	724
2015 Q4	$1.6M	Buy	+58,941	New	+$1.62M	0.22%	103

Other funds holding FIDU

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sigma Planning Corp's FIDU Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 197% in Q1 2026, buying an estimated $648K and bringing the position to 10,856 shares worth $939K. The position accounts for 0.03% of the portfolio, ranked #588.

Sigma Planning Corp first reported a position in FIDU in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.79M in Q1 2018. 220 funds tracked by Wall St. Rank hold FIDU as of Q1 2026.

Sigma Planning Corp held 10,856 shares of Fidelity MSCI Industrials Index ETF worth $939K as of Q1 2026.
Sigma Planning Corp bought 7,203 Fidelity MSCI Industrials Index ETF shares in Q1 2026, an estimated $648K.
Fidelity MSCI Industrials Index ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #588 holding.
Sigma Planning Corp first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2015 and has held it in 37 quarters since.
Sigma Planning Corp's Fidelity MSCI Industrials Index ETF position peaked at $2.79M in Q1 2018.
220 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.