CIA
FSTA icon

Cape Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cape Investment Advisory’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
-1,124
Closed -$55.3K – 563
2025
Q4 		$55.3K Buy
1,124
+980
+681% +$48.6K 0.02% 393
2025
Q3 		$7.18K Sell
144
-952
-87% -$48.7K 0.01% 460
2025
Q2 		$56.1K Buy
1,096
+109
+11% +$5.58K 0.02% 356
2025
Q1 		$50.5K Sell
987
-19
-2% -$959 0.02% 333
2024
Q4 		$49.7K Buy
1,006
+950
+1,696% +$48.1K 0.02% 334
2024
Q3 		$2.86K Buy
56
+18
+47% +$892 ﹤0.01% 787
2024
Q2 		$1.8K Sell
38
-16
-30% -$757 ﹤0.01% 795
2024
Q1 		$2.57K Buy
54
+16
+42% +$733 ﹤0.01% 738
2023
Q4 		$1.7K Hold
38
– – ﹤0.01% 952
2023
Q3 		$1.62K Sell
38
-23
-38% -$1.03K ﹤0.01% 804
2023
Q2 		$2.77K Buy
61
+17
+39% +$774 ﹤0.01% 742
2023
Q1 		$1.99K Buy
+44
New +$1.95K ﹤0.01% 810

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return