Secure Asset Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Secure Asset Management’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
2023 Q1	–	Sell	-5,127	Closed	-$224K	–	194
2022 Q4	$224K	Buy	+5,127	New	+$221K	0.08%	179
2022 Q2	–	Sell	-4,563	Closed	-$227K	–	186
2022 Q1	$227K	Sell	4,563 -440	-9%	-$21K	0.1%	177
2021 Q4	$252K	Buy	5,003 +399	+9%	+$19.2K	0.1%	170
2021 Q3	$204K	Buy	4,604 +220	+5%	+$10.2K	0.1%	169
2021 Q2	$203K	Sell	4,384 -1,080	-20%	-$51K	0.1%	176
2021 Q1	$242K	Sell	5,464 -467	-8%	-$19.6K	0.13%	147
2020 Q4	$238K	Buy	+5,931	New	+$223K	0.14%	134

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

AWM

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Secure Asset Management's FMAT Position: Q1 2023 in Review

Secure Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2023, closing a stake of 5,127 shares — an estimated $224K sold.

Secure Asset Management first reported a position in FMAT in Q4 2020 and held it in 7 quarters. The position peaked at $252K in Q4 2021. 107 funds tracked by Wall St. Rank hold FMAT as of Q1 2023.

Secure Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2023 after selling out during the quarter.
Secure Asset Management sold 5,127 Fidelity MSCI Materials Index ETF shares in Q1 2023, an estimated $224K.
Secure Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2020 and held it in 7 quarters.
Secure Asset Management's Fidelity MSCI Materials Index ETF position peaked at $252K in Q4 2021.
107 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.