KDK Private Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

KDK Private Wealth Management’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	$403K	Sell	6,993 -4	-0.1%	-$234	0.37%	38
2025 Q4	$372K	Sell	6,997 -96	-1%	-$4.96K	0.32%	43
2025 Q3	$372K	Sell	7,093 -172	-2%	-$8.94K	0.38%	37
2025 Q2	$362K	Sell	7,265 -205	-3%	-$9.84K	0.39%	37
2025 Q1	$361K	Sell	7,470 -132	-2%	-$6.56K	0.41%	34
2024 Q4	$366K	Buy	+7,602	New	+$401K	0.38%	36

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

KDK Private Wealth Management's FMAT Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 0.06% in Q1 2026, selling an estimated $234 and leaving 6,993 shares worth $403K. The position accounts for 0.37% of the portfolio, ranked #38.

KDK Private Wealth Management first reported a position in FMAT in Q4 2024 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

KDK Private Wealth Management held 6,993 shares of Fidelity MSCI Materials Index ETF worth $403K as of Q1 2026.
KDK Private Wealth Management sold 4 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $234.
Fidelity MSCI Materials Index ETF made up 0.37% of KDK Private Wealth Management's portfolio in Q1 2026, its #38 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.