Bank of Montreal’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bank of Montreal’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	–	Sell	-100	Closed	-$4.87K	–	3837
2025 Q4	$4.87K	Buy	+100	New	+$4.96K	﹤0.01%	3496
2023 Q4	–	Sell	-14,800	Closed	-$689K	–	4095
2023 Q3	$689K	Buy	14,800 +1,400	+10%	+$63K	﹤0.01%	2254
2023 Q2	$609K	Buy	+13,400	New	+$610K	﹤0.01%	2462
2023 Q1	–	Sell	-124	Closed	-$5.62K	–	3917
2022 Q4	$5.62K	Buy	124 +109	+727%	+$4.79K	﹤0.01%	3824
2022 Q3	$1	Buy	+15	New	+$661	﹤0.01%	4012
2021 Q4	–	Sell	-197	Closed	-$8K	–	3613
2021 Q3	$8K	Buy	+197	New	+$8.51K	﹤0.01%	3726
2019 Q1	–	Sell	-200	Closed	-$6K	–	4468
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	4017
2018 Q3	$7K	Buy	+200	New	+$6.49K	﹤0.01%	4029

Other funds holding FSTA

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $872M AUM 23.02% 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

Bank of Montreal's FSTA Position: Q1 2026 in Review

Bank of Montreal sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 100 shares — an estimated $4.87K sold.

Bank of Montreal first reported a position in FSTA in Q3 2018 and held it in 8 quarters. The position peaked at $689K in Q3 2023. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Bank of Montreal reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 100 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $4.87K.
Bank of Montreal first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2018 and held it in 8 quarters.
Bank of Montreal's Fidelity MSCI Consumer Staples Index ETF position peaked at $689K in Q3 2023.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.