EFS
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Essex Financial Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Essex Financial Services’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 		$496K Buy
8,608
+2,472
+40% +$145K 0.03% 457
2025
Q4 		$326K Hold
6,136
– – 0.02% 573
2025
Q3 		$322K Hold
6,136
– – 0.02% 563
2025
Q2 		$306K Sell
6,136
-785
-11% -$37.7K 0.02% 541
2025
Q1 		$334K Buy
6,921
+785
+13% +$39K 0.02% 472
2024
Q4 		$296K Hold
6,136
– – 0.02% 494
2024
Q3 		$333K Hold
6,136
– – 0.02% 463
2024
Q2 		$305K Hold
6,136
– – 0.02% 469
2024
Q1 		$321K Sell
6,136
-234
-4% -$11.4K 0.03% 403
2023
Q4 		$310K Buy
6,370
+1
+0% +$45 0.03% 390
2023
Q3 		$281K Buy
+6,369
New +$295K 0.03% 382
2023
Q2 		– Sell
-5,415
Closed -$247K – 488
2023
Q1 		$247K Buy
+5,415
New +$248K 0.03% 420
2022
Q3 		– Sell
-6,063
Closed -$249K – 470
2022
Q2 		$249K Buy
6,063
+406
+7% +$19K 0.03% 413
2022
Q1 		$281K Buy
+5,657
New +$270K 0.03% 399

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

Essex Financial Services's FMAT Position: Q1 2026 in Review

Essex Financial Services increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 40% in Q1 2026, buying an estimated $145K and bringing the position to 8,608 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #457.

Essex Financial Services first reported a position in FMAT in Q1 2022 and has held it in 14 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Essex Financial Services held 8,608 shares of Fidelity MSCI Materials Index ETF worth $496K as of Q1 2026.
  • Essex Financial Services bought 2,472 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $145K.
  • Fidelity MSCI Materials Index ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #457 holding.
  • Essex Financial Services first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and has held it in 14 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.