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

IFP 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	$148K	Buy	2,560 +6	+0.2%	+$351	﹤0.01%	1569
2025 Q4	$136K	Buy	2,554 +6	+0.2%	+$310	﹤0.01%	1594
2025 Q3	$134K	Buy	2,548 +4	+0.2%	+$208	﹤0.01%	1504
2025 Q2	$127K	Buy	2,544 +7	+0.3%	+$336	﹤0.01%	1513
2025 Q1	$123K	Buy	2,537 +1,032	+69%	+$51.3K	﹤0.01%	1416
2024 Q4	$72.5K	Buy	1,505 +2	+0.1%	+$106	﹤0.01%	1640
2024 Q3	$81.4K	Hold	1,503	–	–	﹤0.01%	1496
2024 Q2	$74.3K	Buy	1,503 +500	+50%	+$25.4K	﹤0.01%	1493
2024 Q1	$52.5K	Buy	1,003 +4	+0.4%	+$195	﹤0.01%	1565
2023 Q4	$48.7K	Sell	999 -113	-10%	-$5.08K	﹤0.01%	1556
2023 Q3	$49.1K	Sell	1,112 -126	-10%	-$5.83K	﹤0.01%	1560
2023 Q2	$57.8K	Buy	1,238 +24	+2%	+$1.07K	﹤0.01%	1546
2023 Q1	$43.5K	Sell	1,214 -53,237	-98%	-$2.44M	﹤0.01%	1646
2022 Q4	$1.99M	Buy	54,451 +13,171	+32%	+$567K	0.05%	369
2022 Q3	$1.53M	Sell	41,280 -261	-0.6%	-$11K	0.04%	488
2022 Q2	$1.54M	Hold	41,541	–	–	0.05%	437
2022 Q1	$1.54M	Buy	41,541 +40,080	+2,743%	+$1.92M	0.05%	437
2021 Q4	$73K	Buy	1,461 +961	+192%	+$46.3K	﹤0.01%	1401
2021 Q3	$22K	Hold	500	–	–	﹤0.01%	1938
2021 Q2	$23K	Sell	500 -415	-45%	-$19.6K	﹤0.01%	1868
2021 Q1	$40K	Sell	915 -298	-25%	-$12.5K	﹤0.01%	1554
2020 Q4	$49K	Buy	1,213 +2	+0.2%	+$75	﹤0.01%	1453
2020 Q3	$42K	Sell	1,211 -605	-33%	-$20.4K	﹤0.01%	1356
2020 Q2	$55K	Buy	1,816 +1,028	+130%	+$29.5K	﹤0.01%	1176
2020 Q1	$19K	Sell	788 -2,212	-74%	-$67.2K	﹤0.01%	1500
2019 Q4	$102K	Sell	3,000 -1,402	-32%	-$46.3K	0.01%	936
2019 Q3	$141K	Buy	+4,402	New	+$141K	0.01%	896
2019 Q1	–	Sell	-200	Closed	-$6K	–	2704
2018 Q4	$6K	Sell	200 -1,055	-84%	-$32.1K	﹤0.01%	2755
2018 Q3	$42K	Sell	1,255 -5,116	-80%	-$175K	﹤0.01%	1987
2018 Q2	$215K	Sell	6,371 -10,198	-62%	-$347K	0.01%	1026
2018 Q1	$580K	Hold	16,569	–	–	0.03%	565
2017 Q4	$580K	Sell	16,569 -61	-0.4%	-$2.08K	0.03%	564
2017 Q3	$549K	Buy	16,630 +405	+2%	+$12.9K	0.02%	654
2017 Q2	$507K	Buy	16,225 +255	+2%	+$7.84K	0.02%	674
2017 Q1	$488K	Buy	15,970 +13,272	+492%	+$402K	0.02%	688
2016 Q4	$78K	Buy	2,698 +1,208	+81%	+$33.9K	﹤0.01%	1607
2016 Q3	$41K	Sell	1,490 -246	-14%	-$6.75K	﹤0.01%	1939
2016 Q2	$46K	Buy	+1,736	New	+$45.6K	﹤0.01%	1810

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

IFP Advisors's FMAT Position: Q1 2026 in Review

IFP Advisors increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 0.23% in Q1 2026, buying an estimated $351 and bringing the position to 2,560 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

IFP Advisors first reported a position in FMAT in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.99M in Q4 2022. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

IFP Advisors held 2,560 shares of Fidelity MSCI Materials Index ETF worth $148K as of Q1 2026.
IFP Advisors bought 6 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $351.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1569 holding.
IFP Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q2 2016 and has held it in 38 quarters since.
IFP Advisors's Fidelity MSCI Materials Index ETF position peaked at $1.99M in Q4 2022.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.