Atria Investments’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Atria Investments’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	$312K	Buy	5,941 +193	+3%	+$10.2K	﹤0.01%	1827
2026 Q1	$301K	Buy	5,748 +131	+2%	+$6.99K	﹤0.01%	1756
2025 Q4	$276K	Buy	5,617 +391	+7%	+$19.4K	﹤0.01%	1781
2025 Q3	$260K	Buy	5,226 +536	+11%	+$27.4K	﹤0.01%	1787
2025 Q2	$240K	Buy	+4,690	New	+$240K	﹤0.01%	1823
2020 Q1	–	Sell	-23,921	Closed	-$902K	–	771
2019 Q4	$902K	Sell	23,921 -1,228	-5%	-$45.2K	0.02%	569
2019 Q3	$921K	Buy	25,149 +745	+3%	+$26.8K	0.03%	440
2019 Q2	$864K	Buy	+24,404	New	+$838K	0.03%	447

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Atria Investments's FSTA Position: Q2 2026 in Review

Atria Investments increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 3.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 5,941 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Atria Investments first reported a position in FSTA in Q2 2019 and has held it in 8 quarters since. The position peaked at $921K in Q3 2019. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Atria Investments held 5,941 shares of Fidelity MSCI Consumer Staples Index ETF worth $312K as of Q2 2026.
Atria Investments bought 193 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $10.2K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1827 holding.
Atria Investments first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2019 and has held it in 8 quarters since.
Atria Investments's Fidelity MSCI Consumer Staples Index ETF position peaked at $921K in Q3 2019.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.