LFF
FMAT icon

Level Four Financial’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Level Four Financial’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
2021
Q3 		$283K Buy
6,395
+100
+2% +$4.64K 0.12% 212
2021
Q2 		$291K Buy
+6,295
New +$297K 0.12% 225

Other funds holding FMAT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Level Four Financial's FMAT Position: Q3 2021 in Review

Level Four Financial increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.6% in Q3 2021, buying an estimated $4.64K and bringing the position to 6,395 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #212.

Level Four Financial first reported a position in FMAT in Q2 2021 and has held it in 2 quarters since. The position peaked at $291K in Q2 2021. 110 funds tracked by Wall St. Rank hold FMAT as of Q3 2021.

  • Level Four Financial held 6,395 shares of Fidelity MSCI Materials Index ETF worth $283K as of Q3 2021.
  • Level Four Financial bought 100 Fidelity MSCI Materials Index ETF shares in Q3 2021, an estimated $4.64K.
  • Fidelity MSCI Materials Index ETF made up 0.12% of Level Four Financial's portfolio in Q3 2021, its #212 holding.
  • Level Four Financial first reported a position in Fidelity MSCI Materials Index ETF in Q2 2021 and has held it in 2 quarters since.
  • Level Four Financial's Fidelity MSCI Materials Index ETF position peaked at $291K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.