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Concord Wealth Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-962
Closed -$51.1K – 406
2025
Q4 		$51.1K Sell
962
-38
-4% -$1.96K 0.01% 323
2025
Q3 		$52.4K Sell
1,000
-6
-0.6% -$312 0.01% 327
2025
Q2 		$50.1K Sell
1,006
-18
-2% -$864 0.01% 341
2025
Q1 		$49.5K Sell
1,024
-18
-2% -$895 0.01% 320
2024
Q4 		$50.2K Sell
1,042
-274
-21% -$14.5K 0.01% 328
2024
Q3 		$71.3K Sell
1,316
-51
-4% -$2.61K 0.01% 294
2024
Q2 		$67.6K Sell
1,367
-17
-1% -$865 0.01% 276
2024
Q1 		$72.5K Sell
1,384
-25
-2% -$1.22K 0.01% 304
2023
Q4 		$68.7K Sell
1,409
-9
-0.6% -$405 0.01% 314
2023
Q3 		$62.7K Hold
1,418
– – 0.01% 348
2023
Q2 		$66.2K Buy
1,418
+6
+0.4% +$268 0.01% 319
2023
Q1 		$64.4K Sell
1,412
-18
-1% -$825 0.02% 311
2022
Q4 		$62.4K Buy
+1,430
New +$61.6K 0.02% 329
2022
Q3 		– Sell
-1,838
Closed -$75K – 499
2022
Q2 		$75K Buy
1,838
+10
+0.5% +$468 0.02% 304
2022
Q1 		$91K Buy
1,828
+405
+28% +$19.4K 0.02% 315
2021
Q4 		$72K Buy
+1,423
New +$68.5K 0.02% 372

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Concord Wealth Partners's FMAT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026, closing a stake of 962 shares — an estimated $51.1K sold.

Concord Wealth Partners first reported a position in FMAT in Q4 2021 and held it in 16 quarters. The position peaked at $91K in Q1 2022. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 962 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $51.1K.
  • Concord Wealth Partners first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 16 quarters.
  • Concord Wealth Partners's Fidelity MSCI Materials Index ETF position peaked at $91K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.