CI
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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
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 $386M AUM 18.64% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CX Institutional's FMAT Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 38% in Q2 2026, selling an estimated $40.2K and leaving 1,087 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

CX Institutional first reported a position in FMAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q3 2024. 23 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • CX Institutional held 1,087 shares of Fidelity MSCI Materials Index ETF worth $64K as of Q2 2026.
  • CX Institutional sold 677 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $40.2K.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #942 holding.
  • CX Institutional first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 10 quarters since.
  • CX Institutional's Fidelity MSCI Materials Index ETF position peaked at $1.2M in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.