CAWM
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Capital A Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Capital A Wealth Management’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 		$17.4K Buy
358
+280
+359% +$13.4K 0.2% 151
2025
Q1 		$3.77K Buy
78
+59
+311% +$2.93K ﹤0.01% 409
2024
Q4 		$916 Buy
+19
New +$1K ﹤0.01% 569

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 $22.3B AUM 46.42% 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 $68.3B AUM 20.5% 1-Year Est. Return
SPIA
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

Capital A Wealth Management's FMAT Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 359% in Q2 2025, buying an estimated $13.4K and bringing the position to 358 shares worth $17.4K. The position accounts for 0.2% of the portfolio, ranked #151.

Capital A Wealth Management first reported a position in FMAT in Q4 2024 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold FMAT as of Q2 2025.

  • Capital A Wealth Management held 358 shares of Fidelity MSCI Materials Index ETF worth $17.4K as of Q2 2025.
  • Capital A Wealth Management bought 280 Fidelity MSCI Materials Index ETF shares in Q2 2025, an estimated $13.4K.
  • Fidelity MSCI Materials Index ETF made up 0.2% of Capital A Wealth Management's portfolio in Q2 2025, its #151 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.