Larson Financial Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Larson Financial Group’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	$57.6K	Buy	+1,000	New	+$58.6K	﹤0.01%	1282
2025 Q4	–	Sell	-109	Closed	-$5.71K	–	3531
2025 Q3	$5.71K	Buy	+109	New	+$5.67K	﹤0.01%	2306
2024 Q3	–	Sell	-66	Closed	-$3.25K	–	2724
2024 Q2	$3.25K	Buy	+66	New	+$3.36K	﹤0.01%	1525
2024 Q1	–	Sell	-81	Closed	-$3.95K	–	1833
2023 Q4	$3.95K	Buy	+81	New	+$3.64K	﹤0.01%	1245
2023 Q2	–	Sell	-310	Closed	-$14.1K	–	1593
2023 Q1	$14.1K	Sell	310 -690	-69%	-$31.6K	﹤0.01%	826
2022 Q4	$43.6K	Buy	+1,000	New	+$43.1K	0.01%	546

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

Larson Financial Group's FMAT Position: Q1 2026 in Review

Larson Financial Group opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026: 1,000 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FMAT as recently as Q3 2025.

Larson Financial Group first reported a position in FMAT in Q4 2022 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Larson Financial Group held 1,000 shares of Fidelity MSCI Materials Index ETF worth $57.6K as of Q1 2026.
Fidelity MSCI Materials Index ETF was a new Larson Financial Group position in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1282 holding.
Larson Financial Group first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.