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Advocacy Wealth Management Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Advocacy Wealth Management Services’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
2024
Q4 		– Sell
-18,573
Closed -$948K – 56
2024
Q3 		$948K Sell
18,573
-2,693
-13% -$133K 0.07% 41
2024
Q2 		$1.01M Sell
21,266
-5,789
-21% -$274K 0.08% 39
2024
Q1 		$1.29M Sell
27,055
-106,973
-80% -$4.9M 0.11% 43
2023
Q4 		$5.98M Sell
134,028
-662,071
-83% -$28.3M 0.57% 33
2023
Q3 		$33.9M Buy
796,099
+30,471
+4% +$1.37M 3.77% 11
2023
Q2 		$34.8M Buy
765,628
+24,672
+3% +$1.12M 3.97% 12
2023
Q1 		$33.5M Buy
740,956
+149,931
+25% +$6.64M 4.06% 12
2022
Q4 		$26.5M Buy
591,025
+54,439
+10% +$2.39M 3.5% 12
2022
Q3 		$22.1M Buy
536,586
+32,961
+7% +$1.45M 3.23% 10
2022
Q2 		$21.8M Sell
503,625
-6,744
-1% -$304K 3.51% 9
2022
Q1 		$23.7M Buy
510,369
+508,841
+33,301% +$23.1M 4.11% 8
2021
Q4 		$71K Sell
1,528
-541
-26% -$23.8K 0.01% 49
2021
Q3 		$87K Hold
2,069
– – 0.02% 46
2021
Q2 		$88K Sell
2,069
-761
-27% -$32.5K 0.02% 51
2021
Q1 		$117K Sell
2,830
-296,967
-99% -$11.9M 0.02% 45
2020
Q4 		$12.2M Buy
299,797
+8,961
+3% +$355K 1.82% 10
2020
Q3 		$11.2M Buy
290,836
+167,883
+137% +$6.31M 1.8% 10
2020
Q2 		$4.29M Buy
+122,953
New +$4.26M 0.87% 17

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Advocacy Wealth Management Services's FSTA Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2024, closing a stake of 18,573 shares — an estimated $948K sold.

Advocacy Wealth Management Services first reported a position in FSTA in Q2 2020 and held it in 18 quarters. The position peaked at $34.8M in Q2 2023. 180 funds tracked by Wall St. Rank hold FSTA as of Q4 2024.

  • Advocacy Wealth Management Services reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2024 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 18,573 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2024, an estimated $948K.
  • Advocacy Wealth Management Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 18 quarters.
  • Advocacy Wealth Management Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $34.8M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.