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

Heritage Wealth Advisors’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	$4.32K	Hold	75	–	–	﹤0.01%	577
2025 Q4	$3.98K	Hold	75	–	–	﹤0.01%	509
2025 Q3	$3.93K	Hold	75	–	–	﹤0.01%	489
2025 Q2	$3.74K	Hold	75	–	–	﹤0.01%	477
2025 Q1	$3.62K	Hold	75	–	–	﹤0.01%	475
2024 Q4	$3.61K	Hold	75	–	–	﹤0.01%	522
2024 Q3	$4.07K	Hold	75	–	–	﹤0.01%	502
2024 Q2	$3.71K	Hold	75	–	–	﹤0.01%	462
2024 Q1	$3.93K	Hold	75	–	–	﹤0.01%	481
2023 Q4	$3.66K	Hold	75	–	–	﹤0.01%	492
2023 Q3	$3.31K	Hold	75	–	–	﹤0.01%	448
2023 Q2	$3.5K	Hold	75	–	–	﹤0.01%	484
2023 Q1	$3.42K	Hold	75	–	–	﹤0.01%	490
2022 Q4	$3.27K	Hold	75	–	–	﹤0.01%	492
2022 Q3	$2.85K	Hold	75	–	–	﹤0.01%	470
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	512
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	479
2021 Q4	$4K	Buy	+75	New	+$3.61K	﹤0.01%	491

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Heritage Wealth Advisors's FMAT Position: Q1 2026 in Review

Heritage Wealth Advisors held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q1 2026 at 75 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Heritage Wealth Advisors first reported a position in FMAT in Q4 2021 and has held it in 18 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Heritage Wealth Advisors held 75 shares of Fidelity MSCI Materials Index ETF worth $4.32K as of Q1 2026.
Heritage Wealth Advisors left its Fidelity MSCI Materials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #577 holding.
Heritage Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and has held it in 18 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.