Smith Salley Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Smith Salley Wealth 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
2026 Q1	$792K	Buy	13,748 +228	+2%	+$13.4K	0.04%	164
2025 Q4	$718K	Buy	13,520 +50	+0.4%	+$2.58K	0.04%	173
2025 Q3	$706K	Sell	13,470 -93	-0.7%	-$4.83K	0.04%	170
2025 Q2	$676K	Buy	13,563 +67	+0.5%	+$3.21K	0.04%	166
2025 Q1	$652K	Buy	13,496 +204	+2%	+$10.1K	0.04%	160
2024 Q4	$641K	Sell	13,292 -426	-3%	-$22.5K	0.04%	163
2024 Q3	$744K	Buy	13,718 +405	+3%	+$20.8K	0.05%	155
2024 Q2	$658K	Buy	13,313 +3,276	+33%	+$167K	0.05%	153
2024 Q1	$526K	Buy	10,037 +65	+0.7%	+$3.16K	0.04%	163
2023 Q4	$486K	Sell	9,972 -19	-0.2%	-$855	0.03%	183
2023 Q3	$442K	Sell	9,991 -290	-3%	-$13.4K	0.03%	177
2023 Q2	$480K	Sell	10,281 -2,662	-21%	-$119K	0.04%	176
2023 Q1	$590K	Sell	12,943 -161	-1%	-$7.38K	0.05%	158
2022 Q4	$572K	Sell	13,104 -739	-5%	-$31.8K	0.05%	158
2022 Q3	$526K	Buy	13,843 +308	+2%	+$13K	0.05%	158
2022 Q2	$555K	Buy	13,535 +637	+5%	+$29.8K	0.05%	158
2022 Q1	$641K	Sell	12,898 -1,853	-13%	-$88.6K	0.05%	169
2021 Q4	$743K	Sell	14,751 -3,707	-20%	-$178K	0.05%	170
2021 Q3	$817K	Buy	18,458 +2,362	+15%	+$110K	0.06%	153
2021 Q2	$744K	Buy	16,096 +833	+5%	+$39.3K	0.06%	160
2021 Q1	$675K	Buy	15,263 +1,232	+9%	+$51.8K	0.06%	151
2020 Q4	$563K	Sell	14,031 -3,885	-22%	-$146K	0.06%	146
2020 Q3	$615K	Buy	17,916 +3,950	+28%	+$133K	0.07%	118
2020 Q2	$431K	Sell	13,966 -1,397	-9%	-$40K	0.06%	134
2020 Q1	$376K	Buy	15,363 +973	+7%	+$29.6K	0.06%	132
2019 Q4	$494K	Buy	+14,390	New	+$475K	0.07%	128

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

Smith Salley Wealth Management's FMAT Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.7% in Q1 2026, buying an estimated $13.4K and bringing the position to 13,748 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #164.

Smith Salley Wealth Management first reported a position in FMAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $817K in Q3 2021. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Smith Salley Wealth Management held 13,748 shares of Fidelity MSCI Materials Index ETF worth $792K as of Q1 2026.
Smith Salley Wealth Management bought 228 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $13.4K.
Fidelity MSCI Materials Index ETF made up 0.04% of Smith Salley Wealth Management's portfolio in Q1 2026, its #164 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and has held it in 26 quarters since.
Smith Salley Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $817K in Q3 2021.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.