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

Kestra 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
2026 Q1	$485K	Buy	8,416 +6,477	+334%	+$379K	﹤0.01%	2250
2025 Q4	$103K	Buy	+1,939	New	+$100K	﹤0.01%	3395
2025 Q1	–	Sell	-4,538	Closed	-$219K	–	2809
2024 Q4	$219K	Buy	4,538 +740	+19%	+$39K	﹤0.01%	2433
2024 Q3	$206K	Sell	3,798 -13,277	-78%	-$680K	﹤0.01%	2355
2024 Q2	$844K	Buy	17,075 +1,216	+8%	+$61.9K	﹤0.01%	1430
2024 Q1	$831K	Buy	15,859 +1,819	+13%	+$88.5K	0.01%	1361
2023 Q4	$684K	Buy	14,040 +1,968	+16%	+$88.5K	0.01%	1337
2023 Q3	$533K	Sell	12,072 -1,028	-8%	-$47.6K	0.01%	1340
2023 Q2	$611K	Sell	13,100 -22,684	-63%	-$1.01M	0.01%	1226
2023 Q1	$1.63M	Sell	35,784 -1,626	-4%	-$74.5K	0.02%	726
2022 Q4	$1.63M	Sell	37,410 -5,475	-13%	-$236K	0.01%	833
2022 Q3	$1.63M	Sell	42,885 -21,798	-34%	-$920K	0.02%	746
2022 Q2	$2.65M	Buy	64,683 +425	+0.7%	+$19.9K	0.03%	567
2022 Q1	$3.19M	Buy	64,258 +48,645	+312%	+$2.33M	0.03%	516
2021 Q4	$786K	Buy	15,613 +2,566	+20%	+$124K	0.01%	1079
2021 Q3	$578K	Sell	13,047 -109,997	-89%	-$5.11M	0.01%	1307
2021 Q2	$5.69M	Buy	123,044 +112,457	+1,062%	+$5.31M	0.06%	325
2021 Q1	$468K	Sell	10,587 -148,471	-93%	-$6.25M	0.01%	1224
2020 Q4	$6.36M	Buy	159,058 +158,908	+105,939%	+$5.96M	0.07%	283
2020 Q3	$331K	Buy	+150	New	+$5.07K	0.01%	1059

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

Kestra Advisory Services's FMAT Position: Q1 2026 in Review

Kestra Advisory Services increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 334% in Q1 2026, buying an estimated $379K and bringing the position to 8,416 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Kestra Advisory Services first reported a position in FMAT in Q3 2020 and has held it in 20 quarters since. The position peaked at $6.36M in Q4 2020. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Kestra Advisory Services held 8,416 shares of Fidelity MSCI Materials Index ETF worth $485K as of Q1 2026.
Kestra Advisory Services bought 6,477 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $379K.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2250 holding.
Kestra Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q3 2020 and has held it in 20 quarters since.
Kestra Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $6.36M in Q4 2020.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.