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Optima Capital’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Optima Capital’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
-748
Closed -$39.7K – 569
2025
Q4 		$39.7K Buy
+748
New +$38.6K 0.02% 336

Other funds holding FMAT

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
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

Optima Capital's FMAT Position: Q1 2026 in Review

Optima Capital sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026, closing a stake of 748 shares — an estimated $39.7K sold.

Optima Capital first reported a position in FMAT in Q4 2025 and held it in 1 quarter. The position peaked at $39.7K in Q4 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Optima Capital reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 748 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $39.7K.
  • Optima Capital first reported a position in Fidelity MSCI Materials Index ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Fidelity MSCI Materials Index ETF position peaked at $39.7K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.