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

Atria Wealth Solutions’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
Q2 		$2.71M Buy
52,791
+934
+2% +$47.8K 0.06% 343
2025
Q1 		$2.65M Buy
51,857
+15,362
+42% +$775K 0.03% 536
2024
Q4 		$1.8M Sell
36,495
-175,753
-83% -$8.9M 0.02% 682
2024
Q3 		$10.8M Sell
212,248
-24,780
-10% -$1.23M 0.12% 183
2024
Q2 		$11.2M Buy
237,028
+193,428
+444% +$9.16M 0.12% 172
2024
Q1 		$2.07M Sell
43,600
-6,171
-12% -$283K 0.02% 626
2023
Q4 		$2.22M Sell
49,771
-17,316
-26% -$741K 0.03% 573
2023
Q3 		$2.86M Sell
67,087
-37,031
-36% -$1.67M 0.04% 452
2023
Q2 		$4.73M Buy
104,118
+16,253
+18% +$740K 0.06% 300
2023
Q1 		$3.97M Buy
87,865
+3,282
+4% +$145K 0.06% 318
2022
Q4 		$3.79M Buy
84,583
+6,327
+8% +$278K 0.06% 320
2022
Q3 		$3.14M Buy
78,256
+1,335
+2% +$58.8K 0.05% 335
2022
Q2 		$3.33M Buy
76,921
+6,569
+9% +$296K 0.06% 319
2022
Q1 		$3.23M Buy
+70,352
New +$3.2M 0.05% 351

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Atria Wealth Solutions's FSTA Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.8% in Q2 2025, buying an estimated $47.8K and bringing the position to 52,791 shares worth $2.71M. The position accounts for 0.06% of the portfolio, ranked #343.

Atria Wealth Solutions first reported a position in FSTA in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q2 2024. 203 funds tracked by Wall St. Rank hold FSTA as of Q2 2025.

  • Atria Wealth Solutions held 52,791 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.71M as of Q2 2025.
  • Atria Wealth Solutions bought 934 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2025, an estimated $47.8K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #343 holding.
  • Atria Wealth Solutions first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Fidelity MSCI Consumer Staples Index ETF position peaked at $11.2M in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.