Legacy Bridge’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Legacy Bridge’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	$2.88K	Hold	50	–	–	﹤0.01%	303
2025 Q4	$2.66K	Hold	50	–	–	﹤0.01%	406
2025 Q3	$2.62K	Hold	50	–	–	﹤0.01%	287
2025 Q2	$2.49K	Hold	50	–	–	﹤0.01%	278
2025 Q1	$2.42K	Hold	50	–	–	﹤0.01%	276
2024 Q4	$2.41K	Hold	50	–	–	﹤0.01%	290
2024 Q3	$2.71K	Hold	50	–	–	﹤0.01%	285
2024 Q2	$2.47K	Hold	50	–	–	﹤0.01%	279
2024 Q1	$2.62K	Sell	50 -50	-50%	-$2.43K	﹤0.01%	306
2023 Q4	$4.87K	Hold	100	–	–	﹤0.01%	274
2023 Q3	$4.42K	Hold	100	–	–	﹤0.01%	273
2023 Q2	$4.67K	Hold	100	–	–	﹤0.01%	274
2023 Q1	$4.56K	Hold	100	–	–	﹤0.01%	278
2022 Q4	$4.37K	Hold	100	–	–	﹤0.01%	285
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	273
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	279
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	283
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	294
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	292
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	278
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	283
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	282
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	280
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	281
2020 Q1	$2K	Buy	+100	New	+$3.04K	﹤0.01%	276

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

Legacy Bridge's FMAT Position: Q1 2026 in Review

Legacy Bridge held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q1 2026 at 50 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Legacy Bridge first reported a position in FMAT in Q1 2020 and has held it in 25 quarters since. The position peaked at $5K in Q1 2022. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Legacy Bridge held 50 shares of Fidelity MSCI Materials Index ETF worth $2.88K as of Q1 2026.
Legacy Bridge left its Fidelity MSCI Materials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #303 holding.
Legacy Bridge first reported a position in Fidelity MSCI Materials Index ETF in Q1 2020 and has held it in 25 quarters since.
Legacy Bridge's Fidelity MSCI Materials Index ETF position peaked at $5K in Q1 2022.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.