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LRI Investments’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

LRI Investments’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
Q2 		– Sell
-100
Closed -$5.76K – 1972
2026
Q1 		$5.76K Hold
100
– – ﹤0.01% 1051
2025
Q4 		$5.31K Buy
+100
New +$5.16K ﹤0.01% 1031

Other funds holding FMAT

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

LRI Investments's FMAT Position: Q2 2026 in Review

LRI Investments sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026, closing a stake of 100 shares — an estimated $5.76K sold.

LRI Investments first reported a position in FMAT in Q4 2025 and held it in 2 quarters. The position peaked at $5.76K in Q1 2026. 23 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • LRI Investments reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 100 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $5.76K.
  • LRI Investments first reported a position in Fidelity MSCI Materials Index ETF in Q4 2025 and held it in 2 quarters.
  • LRI Investments's Fidelity MSCI Materials Index ETF position peaked at $5.76K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.