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 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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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

Atria Investments's FSTA Position: Q1 2026 in Review

Atria Investments increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 2.3% in Q1 2026, buying an estimated $6.99K and bringing the position to 5,748 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Atria Investments first reported a position in FSTA in Q2 2019 and has held it in 7 quarters since. The position peaked at $921K in Q3 2019. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Atria Investments held 5,748 shares of Fidelity MSCI Consumer Staples Index ETF worth $301K as of Q1 2026.
Atria Investments bought 131 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $6.99K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1756 holding.
Atria Investments first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2019 and has held it in 7 quarters since.
Atria Investments's Fidelity MSCI Consumer Staples Index ETF position peaked at $921K in Q3 2019.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.