Atria Investments’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Atria Investments’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,358	Closed	-$355K	–	1926
2024 Q4	$355K	Sell	7,358 -4,630	-39%	-$244K	﹤0.01%	1502
2024 Q3	$650K	Sell	11,988 -8,265	-41%	-$424K	0.01%	1200
2024 Q2	$1M	Buy	+20,253	New	+$1.03M	0.01%	924
2020 Q1	–	Sell	-30,048	Closed	-$1.03M	–	760
2019 Q4	$1.03M	Buy	30,048 +1,472	+5%	+$48.6K	0.03%	512
2019 Q3	$924K	Buy	28,576 +1,466	+5%	+$47.1K	0.03%	438
2019 Q2	$850K	Buy	+27,110	New	+$861K	0.03%	453

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's FMAT Position: Q1 2025 in Review

Atria Investments sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 7,358 shares — an estimated $355K sold.

Atria Investments first reported a position in FMAT in Q2 2019 and held it in 6 quarters. The position peaked at $1.03M in Q4 2019. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

Atria Investments reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 7,358 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $355K.
Atria Investments first reported a position in Fidelity MSCI Materials Index ETF in Q2 2019 and held it in 6 quarters.
Atria Investments's Fidelity MSCI Materials Index ETF position peaked at $1.03M in Q4 2019.
110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.