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

Element Wealth’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	-59	Closed	-$2.86K	–	191
2024 Q4	$2.86K	Hold	59	–	–	﹤0.01%	275
2024 Q3	$3.2K	Hold	59	–	–	﹤0.01%	269
2024 Q2	$2.91K	Hold	59	–	–	﹤0.01%	275
2024 Q1	$3.07K	Buy	59 +1	+2%	+$49	﹤0.01%	252
2023 Q4	$2.85K	Hold	58	–	–	﹤0.01%	245
2023 Q3	$2.57K	Buy	58 +1	+2%	+$46	﹤0.01%	237
2023 Q2	$2.7K	Sell	57 -1	-2%	-$45	﹤0.01%	226
2023 Q1	$2.63K	Buy	58 +1	+2%	+$46	﹤0.01%	196
2022 Q4	$2.5K	Hold	57	–	–	﹤0.01%	188
2022 Q3	$2K	Buy	57 +1	+2%	+$42	﹤0.01%	184
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	177
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	190
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	176
2021 Q3	$2K	Hold	56	–	–	﹤0.01%	172
2021 Q2	$3K	Buy	56 +1	+2%	+$47	﹤0.01%	159
2021 Q1	$2K	Hold	55	–	–	﹤0.01%	160
2020 Q4	$2K	Hold	55	–	–	﹤0.01%	147
2020 Q3	$2K	Hold	55	–	–	﹤0.01%	129
2020 Q2	$2K	Buy	55 +1	+2%	+$29	﹤0.01%	122
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	114
2019 Q4	$2K	Buy	+54	New	+$1.78K	﹤0.01%	110

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

Element Wealth's FMAT Position: Q1 2025 in Review

Element Wealth sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 59 shares — an estimated $2.86K sold.

Element Wealth first reported a position in FMAT in Q4 2019 and held it in 21 quarters. The position peaked at $3.2K in Q3 2024. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

Element Wealth reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 59 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $2.86K.
Element Wealth first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and held it in 21 quarters.
Element Wealth's Fidelity MSCI Materials Index ETF position peaked at $3.2K in Q3 2024.
110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.