Steward Partners Investment Advisory’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Steward Partners Investment Advisory’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	$3.78M	Buy	65,533 +3,862	+6%	+$226K	0.02%	616
2025 Q4	$3.28M	Buy	61,671 +732	+1%	+$37.8K	0.02%	612
2025 Q3	$3.2M	Buy	60,939 +5,676	+10%	+$295K	0.02%	615
2025 Q2	$2.76M	Buy	55,263 +55,032	+23,823%	+$2.64M	0.02%	595
2025 Q1	$11.1K	Sell	231 -321	-58%	-$16K	﹤0.01%	3043
2024 Q4	$26.6K	Buy	552 +1	+0.2%	+$53	﹤0.01%	2642
2024 Q3	$29.9K	Buy	551 +1	+0.2%	+$51	﹤0.01%	2473
2024 Q2	$27.2K	Buy	550 +2	+0.4%	+$102	﹤0.01%	2392
2024 Q1	$28.7K	Buy	548 +318	+138%	+$15.5K	﹤0.01%	2361
2023 Q4	$11.2K	Hold	230	–	–	﹤0.01%	2658
2023 Q3	$10.2K	Hold	230	–	–	﹤0.01%	2591
2023 Q2	$10.7K	Sell	230 -545	-70%	-$24.4K	﹤0.01%	2546
2023 Q1	$35.3K	Hold	775	–	–	﹤0.01%	2008
2022 Q4	$33.8K	Buy	775 +50	+7%	+$2.15K	﹤0.01%	1991
2022 Q3	$28K	Buy	725 +11	+2%	+$464	﹤0.01%	2062
2022 Q2	$29K	Buy	714 +430	+151%	+$20.1K	﹤0.01%	2059
2022 Q1	$14K	Buy	+284	New	+$13.6K	﹤0.01%	2523

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's FMAT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 6.3% in Q1 2026, buying an estimated $226K and bringing the position to 65,533 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #616.

Steward Partners Investment Advisory first reported a position in FMAT in Q1 2022 and has held it in 17 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Steward Partners Investment Advisory held 65,533 shares of Fidelity MSCI Materials Index ETF worth $3.78M as of Q1 2026.
Steward Partners Investment Advisory bought 3,862 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $226K.
Fidelity MSCI Materials Index ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #616 holding.
Steward Partners Investment Advisory first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and has held it in 17 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.