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

Apexium 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
2025
Q1 		– Sell
-4,426
Closed -$219K – 282
2024
Q4 		$219K Buy
+4,426
New +$224K 0.01% 243

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Apexium Financial's FSTA Position: Q1 2025 in Review

Apexium Financial sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2025, closing a stake of 4,426 shares — an estimated $219K sold.

Apexium Financial first reported a position in FSTA in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 193 funds tracked by Wall St. Rank hold FSTA as of Q1 2025.

  • Apexium Financial reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2025 after selling out during the quarter.
  • Apexium Financial sold 4,426 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2025, an estimated $219K.
  • Apexium Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and held it in 1 quarter.
  • Apexium Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $219K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2025.

Based on Apexium Financial's 13F filing for Q1 2025, filed 14 May 2025.