Avidian Wealth Enterprises’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Avidian Wealth Enterprises’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	$454K	Hold	8,669	–	–	0.01%	459
2025 Q4	$426K	Buy	8,669 +105	+1%	+$5.21K	0.02%	407
2025 Q3	$427K	Hold	8,564	–	–	0.02%	401
2025 Q2	$438K	Hold	8,564	–	–	0.02%	365
2025 Q1	$438K	Hold	8,564	–	–	0.02%	334
2024 Q4	$423K	Sell	8,564 -196	-2%	-$9.93K	0.02%	329
2024 Q3	$447K	Hold	8,760	–	–	0.02%	313
2024 Q2	$415K	Hold	8,760	–	–	0.02%	323
2024 Q1	$417K	Buy	8,760 +2,893	+49%	+$133K	0.02%	294
2023 Q4	$262K	Hold	5,867	–	–	0.02%	364
2023 Q3	$250K	Hold	5,867	–	–	0.02%	354
2023 Q2	$266K	Hold	5,867	–	–	0.02%	354
2023 Q1	$265K	Buy	+5,867	New	+$260K	0.01%	410

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return