CT
FSTA icon

Caldwell Trust’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Caldwell Trust’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 		$10.5K Hold
200
– – ﹤0.01% 676
2026
Q1 		$10.5K Hold
200
– – ﹤0.01% 661
2025
Q4 		$9.84K Hold
200
– – ﹤0.01% 647
2025
Q3 		$9.97K Buy
+200
New +$10.2K ﹤0.01% 641

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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
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

Caldwell Trust's FSTA Position: Q2 2026 in Review

Caldwell Trust held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 200 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Caldwell Trust first reported a position in FSTA in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Caldwell Trust held 200 shares of Fidelity MSCI Consumer Staples Index ETF worth $10.5K as of Q2 2026.
  • Caldwell Trust 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 Caldwell Trust's portfolio in Q2 2026, its #676 holding.
  • Caldwell Trust first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.