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 Q2	$455K	Hold	8,669	–	–	0.01%	496
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 $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 $601M AUM 21.35% 1-Year Est. Return

CAC

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

Avidian Wealth Enterprises's FSTA Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 8,669 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #496.

Avidian Wealth Enterprises first reported a position in FSTA in Q1 2023 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Avidian Wealth Enterprises held 8,669 shares of Fidelity MSCI Consumer Staples Index ETF worth $455K as of Q2 2026.
Avidian Wealth Enterprises left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #496 holding.
Avidian Wealth Enterprises first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 14 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.