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Wealthspire Advisors (New York)’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,933
Closed -$101K – 1686
2025
Q3 		$101K Buy
+1,933
New +$101K ﹤0.01% 1006

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s FMAT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2025, closing a stake of 1,933 shares — an estimated $101K sold.

Wealthspire Advisors (New York) first reported a position in FMAT in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 128 funds tracked by Wall St. Rank hold FMAT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,933 Fidelity MSCI Materials Index ETF shares in Q4 2025, an estimated $101K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Materials Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Materials Index ETF position peaked at $101K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.