Modern Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Modern Wealth Management’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	–	Sell	-4,864	Closed	-$258K	–	908
2025 Q4	$258K	Sell	4,864 -3,616	-43%	-$187K	﹤0.01%	731
2025 Q3	$445K	Sell	8,480 -24,298	-74%	-$1.26M	0.01%	536
2025 Q2	$1.63M	Sell	32,778 -3,687	-10%	-$177K	0.04%	291
2025 Q1	$1.76M	Buy	36,465 +511	+1%	+$25.4K	0.06%	225
2024 Q4	$1.73M	Buy	+35,954	New	+$1.9M	0.06%	194

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

Modern Wealth Management's FMAT Position: Q1 2026 in Review

Modern Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026, closing a stake of 4,864 shares — an estimated $258K sold.

Modern Wealth Management first reported a position in FMAT in Q4 2024 and held it in 5 quarters. The position peaked at $1.76M in Q1 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Modern Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 4,864 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $258K.
Modern Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and held it in 5 quarters.
Modern Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $1.76M in Q1 2025.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.