Coppell Advisory Solutions’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Coppell Advisory 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 Q1	–	Sell	-737	Closed	-$35.3K	–	871
2024 Q4	$35.3K	Sell	737 -74	-9%	-$3.9K	﹤0.01%	695
2024 Q3	$44.2K	Buy	811 +3	+0.4%	+$154	0.01%	591
2024 Q2	$39.9K	Buy	+808	New	+$41.1K	0.01%	555
2023 Q4	$40.6K	Sell	832 -339	-29%	-$15.2K	0.01%	542
2023 Q3	$51.1K	Sell	1,171 -29	-2%	-$1.34K	0.02%	293
2023 Q2	$55.4K	Buy	+1,200	New	+$53.7K	0.02%	334
2023 Q1	–	Sell	-1,171	Closed	-$51.1K	–	522
2022 Q4	$51.1K	Buy	+1,171	New	+$50.4K	0.02%	295

Other funds holding FMAT

AWM

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

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAC

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions's FMAT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 737 shares — an estimated $35.3K sold.

Coppell Advisory Solutions first reported a position in FMAT in Q4 2022 and held it in 7 quarters. The position peaked at $55.4K in Q2 2023. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

Coppell Advisory Solutions reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 737 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $35.3K.
Coppell Advisory Solutions first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Fidelity MSCI Materials Index ETF position peaked at $55.4K in Q2 2023.
110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.