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

Atria Wealth Solutions’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 Q2	$447K	Buy	8,638 +506	+6%	+$24.3K	0.01%	968
2025 Q1	$393K	Buy	+8,132	New	+$404K	﹤0.01%	1321
2024 Q4	–	Sell	-4,453	Closed	-$241K	–	2016
2024 Q3	$241K	Sell	4,453 -42	-0.9%	-$2.15K	﹤0.01%	1656
2024 Q2	$222K	Buy	4,495 +205	+5%	+$10.4K	﹤0.01%	1697
2024 Q1	$225K	Buy	+4,290	New	+$209K	﹤0.01%	1744
2022 Q2	–	Sell	-6,282	Closed	-$312K	–	1725
2022 Q1	$312K	Buy	+6,282	New	+$300K	0.01%	1297

Other funds holding FMAT

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

Centerline Wealth Advisors Louisville, Kentucky $278M AUM 15.97% 1-Year Est. Return

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

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

Commonwealth Equity Services

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return