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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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Atria Wealth Solutions's FMAT Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 6.2% in Q2 2025, buying an estimated $24.3K and bringing the position to 8,638 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #968.

Atria Wealth Solutions first reported a position in FMAT in Q1 2022 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold FMAT as of Q2 2025.

  • Atria Wealth Solutions held 8,638 shares of Fidelity MSCI Materials Index ETF worth $447K as of Q2 2025.
  • Atria Wealth Solutions bought 506 Fidelity MSCI Materials Index ETF shares in Q2 2025, an estimated $24.3K.
  • Fidelity MSCI Materials Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #968 holding.
  • Atria Wealth Solutions first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and has held it in 6 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.