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

Newbridge Financial Services 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
2025 Q1	–	Sell	-100	Closed	-$4.82K	–	1080
2024 Q4	$4.82K	Buy	+100	New	+$5.28K	﹤0.01%	872
2024 Q3	–	Sell	-300	Closed	-$14.8K	–	800
2024 Q2	$14.8K	Hold	300	–	–	0.01%	630
2024 Q1	$15.7K	Hold	300	–	–	0.01%	658
2023 Q4	$14.6K	Hold	300	–	–	0.01%	659
2023 Q3	$13.3K	Hold	300	–	–	0.01%	746
2023 Q2	$14K	Hold	300	–	–	0.01%	802
2023 Q1	$13.7K	Hold	300	–	–	0.01%	841
2022 Q4	$13.1K	Hold	300	–	–	0.01%	845
2022 Q3	$11K	Hold	300	–	–	0.01%	855
2022 Q2	$12K	Hold	300	–	–	0.01%	809
2022 Q1	$15K	Hold	300	–	–	0.01%	806
2021 Q4	$15K	Hold	300	–	–	0.01%	803
2021 Q3	$13K	Hold	300	–	–	0.01%	798
2021 Q2	$14K	Hold	300	–	–	0.01%	880
2021 Q1	$13K	Buy	+300	New	+$12.6K	0.01%	814

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

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Newbridge Financial Services Group's FMAT Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 100 shares — an estimated $4.82K sold.

Newbridge Financial Services Group first reported a position in FMAT in Q1 2021 and held it in 15 quarters. The position peaked at $15.7K in Q1 2024. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

Newbridge Financial Services Group reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 100 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $4.82K.
Newbridge Financial Services Group first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and held it in 15 quarters.
Newbridge Financial Services Group's Fidelity MSCI Materials Index ETF position peaked at $15.7K in Q1 2024.
110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.