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Fidelity Con Discret Etf shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Con Discret Etf held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $104k 1.0k 102.87
2025-06-30 $95k 1.0k 94.07
2025-03-31 $85k 1.0k 84.51
2024-12-31 $99k 1.0k 97.46
2024-09-30 $89k 1.0k 88.44

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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View all positions for Sage Mountain Advisors

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Richard Bernstein Advisors
Agf Management
Morgan Stanley
Assetmark
Fischer Financial Services
LPL Financial
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
HighTower Advisors
Kestra Advisory Services

View all funds holding Fidelity Con Discret Etf