AF
FSTA icon

Allworth Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Allworth Financial’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
Q1 		$140K Buy
2,677
+106
+4% +$5.66K ﹤0.01% 1616
2025
Q4 		$126K Buy
2,571
+15
+0.6% +$744 ﹤0.01% 1603
2025
Q3 		$127K Sell
2,556
-200
-7% -$10.2K ﹤0.01% 1534
2025
Q2 		$141K Sell
2,756
-63
-2% -$3.23K ﹤0.01% 1350
2025
Q1 		$144K Buy
2,819
+263
+10% +$13.3K ﹤0.01% 1067
2024
Q4 		$125K Buy
2,556
+1,854
+264% +$93.9K ﹤0.01% 1155
2024
Q3 		$35.8K Hold
702
– – ﹤0.01% 1556
2024
Q2 		$33.9K Hold
702
– – ﹤0.01% 1561
2024
Q1 		$33.4K Hold
702
– – ﹤0.01% 1483
2023
Q4 		$31.3K Hold
702
– – ﹤0.01% 1395
2023
Q3 		$29.9K Hold
702
– – ﹤0.01% 1313
2023
Q2 		$31.9K Hold
702
– – ﹤0.01% 1297
2023
Q1 		$31.7K Hold
702
– – ﹤0.01% 1249
2022
Q4 		$31.5K Sell
702
-2,646
-79% -$116K ﹤0.01% 1187
2022
Q3 		$134K Buy
+3,348
New +$148K ﹤0.01% 689

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return