Advisor Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Advisor Group’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.14M	Buy	56,806 +11,953	+27%	+$440K	0.01%	776
2019 Q3	$1.65M	Buy	44,853 +9,814	+28%	+$353K	0.01%	849
2019 Q2	$1.22M	Buy	35,039 +5,040	+17%	+$173K	0.01%	1004
2019 Q1	$1.02M	Buy	29,999 +13,967	+87%	+$451K	0.01%	1073
2018 Q4	$490K	Buy	16,032 +13,154	+457%	+$429K	﹤0.01%	1415
2018 Q3	$94K	Sell	2,878 -509	-15%	-$16.5K	﹤0.01%	2801
2018 Q2	$106K	Sell	3,387 -562	-14%	-$17.3K	﹤0.01%	2477
2018 Q1	$125K	Sell	3,949 -2,402	-38%	-$79.8K	﹤0.01%	2365
2017 Q4	$217K	Sell	6,351 -36	-0.6%	-$1.19K	﹤0.01%	1933
2017 Q3	$206K	Buy	6,387 +1,384	+28%	+$45.6K	﹤0.01%	1829
2017 Q2	$165K	Buy	5,003 +110	+2%	+$3.68K	﹤0.01%	1935
2017 Q1	$160K	Buy	4,893 +1,130	+30%	+$36.5K	﹤0.01%	1829
2016 Q4	$117K	Sell	3,763 -1,324	-26%	-$41.2K	﹤0.01%	1960
2016 Q3	$162K	Buy	5,087 +1,357	+36%	+$44.3K	﹤0.01%	1674
2016 Q2	$122K	Buy	+3,730	New	+$119K	﹤0.01%	1776

Other funds holding FSTA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's FSTA Position: Q4 2019 in Review

Advisor Group increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 27% in Q4 2019, buying an estimated $440K and bringing the position to 56,806 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #776.

Advisor Group first reported a position in FSTA in Q2 2016 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

Advisor Group held 56,806 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.14M as of Q4 2019.
Advisor Group bought 11,953 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $440K.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #776 holding.
Advisor Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2016 and has held it in 15 quarters since.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.