AWA
FSTA icon

Arete Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Arete Wealth Advisors’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 		– Sell
-6,778
Closed -$333K – 462
2025
Q4 		$333K Buy
6,778
+622
+10% +$30.9K 0.02% 553
2025
Q3 		$306K Buy
+6,156
New +$315K 0.02% 593

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 $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Arete Wealth Advisors's FSTA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 6,778 shares — an estimated $333K sold.

Arete Wealth Advisors first reported a position in FSTA in Q3 2025 and held it in 2 quarters. The position peaked at $333K in Q4 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,778 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $333K.
  • Arete Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $333K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.