Root Financial Partners
FMAT icon

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
Q3 		$23.7K Buy
+426
New +$25K ﹤0.01% 1464
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

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's FMAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q3 2026: 426 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FMAT as recently as Q4 2025.

Root Financial Partners first reported a position in FMAT in Q3 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q3 2026.

  • Root Financial Partners held 426 shares of Fidelity MSCI Materials Index ETF worth $23.7K as of Q3 2026.
  • Fidelity MSCI Materials Index ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1464 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Materials Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.