Physician Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Physician Wealth Advisors’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	$2.88K	Hold	50	–	–	﹤0.01%	1194
2025 Q4	$2.66K	Hold	50	–	–	﹤0.01%	1174
2025 Q3	$2.62K	Hold	50	–	–	﹤0.01%	1106
2025 Q2	$2.49K	Hold	50	–	–	﹤0.01%	970
2025 Q1	$2.42K	Hold	50	–	–	﹤0.01%	837
2024 Q4	$2.41K	Buy	+50	New	+$2.64K	﹤0.01%	828

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

Physician Wealth Advisors's FMAT Position: Q1 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q1 2026 at 50 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Physician Wealth Advisors first reported a position in FMAT in Q4 2024 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Physician Wealth Advisors held 50 shares of Fidelity MSCI Materials Index ETF worth $2.88K as of Q1 2026.
Physician Wealth Advisors left its Fidelity MSCI Materials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1194 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.