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

AE Wealth Management’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
2026
Q2 		$228K Sell
4,331
-122,686
-97% -$6.51M ﹤0.01% 1640
2026
Q1 		$6.65M Sell
127,017
-33,489
-21% -$1.79M 0.04% 356
2025
Q4 		$7.9M Buy
160,506
+19,553
+14% +$970K 0.05% 324
2025
Q3 		$7.03M Buy
140,953
+6,995
+5% +$358K 0.04% 322
2025
Q2 		$6.85M Buy
133,958
+11,328
+9% +$580K 0.05% 311
2025
Q1 		$6.27M Buy
122,630
+5,985
+5% +$302K 0.05% 303
2024
Q4 		$5.77M Buy
116,645
+4,608
+4% +$233K 0.05% 319
2024
Q3 		$5.72M Buy
112,037
+5,919
+6% +$293K 0.05% 308
2024
Q2 		$5.03M Buy
106,118
+13,540
+15% +$641K 0.05% 324
2024
Q1 		$4.4M Sell
92,578
-24,990
-21% -$1.15M 0.05% 321
2023
Q4 		$5.28M Buy
117,568
+30,136
+34% +$1.29M 0.03% 572
2023
Q3 		$3.72M Buy
87,432
+6,069
+7% +$273K 0.02% 632
2023
Q2 		$3.7M Sell
81,363
-10,602
-12% -$483K 0.02% 631
2023
Q1 		$4.15M Sell
91,965
-65,233
-41% -$2.89M 0.03% 554
2022
Q4 		$7.04M Buy
157,198
+8,026
+5% +$352K 0.05% 395
2022
Q3 		$5.99M Buy
149,172
+74,749
+100% +$3.29M 0.05% 386
2022
Q2 		$3.22M Sell
74,423
-7,646
-9% -$345K 0.03% 522
2022
Q1 		$3.76M Buy
82,069
+27,581
+51% +$1.25M 0.03% 523
2021
Q4 		$2.54M Buy
+54,488
New +$2.4M 0.02% 621
2020
Q2 		– Sell
-9,187
Closed -$297K – 1290
2020
Q1 		$297K Buy
+9,187
New +$332K 0.01% 877

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AE Wealth Management's FSTA Position: Q2 2026 in Review

AE Wealth Management reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 97% in Q2 2026, selling an estimated $6.51M and leaving 4,331 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

AE Wealth Management first reported a position in FSTA in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.9M in Q4 2025. 211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • AE Wealth Management held 4,331 shares of Fidelity MSCI Consumer Staples Index ETF worth $228K as of Q2 2026.
  • AE Wealth Management sold 122,686 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $6.51M.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1640 holding.
  • AE Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2020 and has held it in 20 quarters since.
  • AE Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $7.9M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.