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

Next Financial 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
2021 Q4	$32K	Buy	634 +138	+28%	+$6.64K	﹤0.01%	1685
2021 Q3	$22K	Buy	496 +6	+1%	+$279	﹤0.01%	1759
2021 Q2	$23K	Sell	490 -92	-16%	-$4.34K	﹤0.01%	1693
2021 Q1	$26K	Buy	582 +496	+577%	+$20.9K	﹤0.01%	1548
2020 Q4	$3K	Buy	86 +21	+32%	+$788	﹤0.01%	2092
2020 Q3	$2K	Buy	+65	New	+$2.2K	﹤0.01%	2018
2020 Q2	–	Sell	-65	Closed	-$2K	–	1042
2020 Q1	$2K	Buy	65 +5	+8%	+$152	﹤0.01%	1920
2019 Q4	$2K	Buy	+60	New	+$1.98K	﹤0.01%	2161
2019 Q1	–	Sell	-600	Closed	-$17K	–	1779
2018 Q4	$17K	Hold	600	–	–	﹤0.01%	1154
2018 Q3	$20K	Buy	+600	New	+$20.5K	0.01%	784
2017 Q4	–	Sell	-600	Closed	-$20K	–	646
2017 Q3	$20K	Buy	+600	New	+$19.1K	0.01%	967

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's FMAT Position: Q4 2021 in Review

Next Financial Group increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 28% in Q4 2021, buying an estimated $6.64K and bringing the position to 634 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Next Financial Group first reported a position in FMAT in Q3 2017 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold FMAT as of Q4 2021.

Next Financial Group held 634 shares of Fidelity MSCI Materials Index ETF worth $32K as of Q4 2021.
Next Financial Group bought 138 Fidelity MSCI Materials Index ETF shares in Q4 2021, an estimated $6.64K.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1685 holding.
Next Financial Group first reported a position in Fidelity MSCI Materials Index ETF in Q3 2017 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.