Benjamin F. Edwards & Company’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	2035
2024 Q1	$3K	Hold	50	–	–	﹤0.01%	1959
2023 Q4	$2K	Buy	+50	New	+$2.25K	﹤0.01%	1986
2020 Q1	–	Sell	-115	Closed	-$4K	–	1764
2019 Q4	$4K	Hold	115	–	–	﹤0.01%	1660
2019 Q3	$4K	Hold	115	–	–	﹤0.01%	1621
2019 Q2	$4K	Hold	115	–	–	﹤0.01%	1672
2019 Q1	$4K	Hold	115	–	–	﹤0.01%	1523
2018 Q4	$3K	Buy	+115	New	+$3.49K	﹤0.01%	1547

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin F. Edwards & Company's FMAT Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2024 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Benjamin F. Edwards & Company first reported a position in FMAT in Q4 2018 and has held it in 8 quarters since. The position peaked at $4K in Q4 2019. 106 funds tracked by Wall St. Rank hold FMAT as of Q2 2024.

Benjamin F. Edwards & Company held 50 shares of Fidelity MSCI Materials Index ETF worth $2K as of Q2 2024.
Benjamin F. Edwards & Company left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2024.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2035 holding.
Benjamin F. Edwards & Company first reported a position in Fidelity MSCI Materials Index ETF in Q4 2018 and has held it in 8 quarters since.
Benjamin F. Edwards & Company's Fidelity MSCI Materials Index ETF position peaked at $4K in Q4 2019.
106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.