First Allied Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

First Allied Advisory 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
2019 Q4	–	Sell	-1,263	Closed	-$41K	–	1321
2019 Q3	$41K	Buy	+1,263	New	+$40.6K	﹤0.01%	1379
2018 Q1	–	Sell	-118	Closed	-$4K	–	1250
2017 Q4	$4K	Buy	+118	New	+$4.03K	﹤0.01%	1497

Other funds holding FMAT

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

First Allied Advisory Services's FMAT Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2019, closing a stake of 1,263 shares — an estimated $41K sold.

First Allied Advisory Services first reported a position in FMAT in Q4 2017 and held it in 2 quarters. The position peaked at $41K in Q3 2019. 67 funds tracked by Wall St. Rank hold FMAT as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,263 Fidelity MSCI Materials Index ETF shares in Q4 2019, an estimated $41K.
First Allied Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $41K in Q3 2019.
67 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.