CX Institutional
FMAT icon

CX Institutional’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

CX Institutional’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
Q3 		$58K Sell
1,041
-46
-4% -$2.7K ﹤0.01% 987
2026
Q2 		$64K Sell
1,087
-677
-38% -$40.2K ﹤0.01% 942
2026
Q1 		$102K Sell
1,764
-303
-15% -$17.7K ﹤0.01% 851
2025
Q4 		$110K Sell
2,067
-225
-10% -$11.6K ﹤0.01% 834
2025
Q3 		$120K Buy
2,292
+363
+19% +$18.9K ﹤0.01% 797
2025
Q2 		$96K Sell
1,929
-379
-16% -$18.2K ﹤0.01% 774
2025
Q1 		$112K Buy
+2,308
New +$115K ﹤0.01% 731
2024
Q4 		– Sell
-22,190
Closed -$1.2M – 559
2024
Q3 		$1.2M Buy
22,190
+7,126
+47% +$365K 0.05% 260
2024
Q2 		$745K Sell
15,064
-82
-0.5% -$4.17K 0.04% 320
2024
Q1 		$793K Buy
15,146
+466
+3% +$22.7K 0.04% 309
2023
Q4 		$715K Buy
+14,680
New +$660K 0.04% 293

Other funds holding FMAT

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

CX Institutional's FMAT Position: Q3 2026 in Review

CX Institutional reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 4.2% in Q3 2026, selling an estimated $2.7K and leaving 1,041 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

CX Institutional first reported a position in FMAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 24 funds tracked by Wall St. Rank hold FMAT as of Q3 2026.

  • CX Institutional held 1,041 shares of Fidelity MSCI Materials Index ETF worth $58K as of Q3 2026.
  • CX Institutional sold 46 Fidelity MSCI Materials Index ETF shares in Q3 2026, an estimated $2.7K.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #987 holding.
  • CX Institutional first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 11 quarters since.
  • CX Institutional's Fidelity MSCI Materials Index ETF position peaked at $1.2M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.