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Root Financial Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Root Financial Partners’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
-1
Closed -$53 – 3501
2025
Q4 		$53 Sell
1
-3
-75% -$155 ﹤0.01% 2378
2025
Q3 		$210 Buy
+4
New +$208 ﹤0.01% 2208

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

Root Financial Partners's FMAT Position: Q1 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026, closing a stake of 1 share — an estimated $53 sold.

Root Financial Partners first reported a position in FMAT in Q3 2025 and held it in 2 quarters. The position peaked at $210 in Q3 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Fidelity MSCI Materials Index ETF share in Q1 2026, an estimated $53.
  • Root Financial Partners first reported a position in Fidelity MSCI Materials Index ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity MSCI Materials Index ETF position peaked at $210 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.