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

WealthShield 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	$18.4K	Hold	320	–	–	﹤0.01%	505
2025 Q4	$17K	Hold	320	–	–	﹤0.01%	490
2025 Q3	$16.8K	Hold	320	–	–	﹤0.01%	487
2025 Q2	$16K	Hold	320	–	–	﹤0.01%	480
2025 Q1	$15.5K	Hold	320	–	–	﹤0.01%	468
2024 Q4	$15.4K	Hold	320	–	–	﹤0.01%	433
2024 Q3	$17.3K	Hold	320	–	–	﹤0.01%	435
2024 Q2	$15.8K	Hold	320	–	–	﹤0.01%	412
2024 Q1	$16.8K	Hold	320	–	–	﹤0.01%	408
2023 Q4	$15.6K	Hold	320	–	–	﹤0.01%	419
2023 Q3	$14.1K	Hold	320	–	–	﹤0.01%	428
2023 Q2	$14.9K	Hold	320	–	–	﹤0.01%	431
2023 Q1	$14.6K	Buy	+320	New	+$14.7K	﹤0.01%	427
2021 Q3	–	Sell	-320	Closed	-$15K	–	408
2021 Q2	$15K	Hold	320	–	–	﹤0.01%	693
2021 Q1	$14K	Buy	+320	New	+$13.5K	﹤0.01%	736

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

WealthShield Partners's FMAT Position: Q1 2026 in Review

WealthShield Partners held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q1 2026 at 320 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

WealthShield Partners first reported a position in FMAT in Q1 2021 and has held it in 15 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

WealthShield Partners held 320 shares of Fidelity MSCI Materials Index ETF worth $18.4K as of Q1 2026.
WealthShield Partners left its Fidelity MSCI Materials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #505 holding.
WealthShield Partners first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and has held it in 15 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.