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Capital Analysts LLC’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Capital Analysts LLC’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 		$25K Buy
477
+3
+0.6% +$160 ﹤0.01% 1080
2025
Q4 		$23K Buy
474
+3
+0.6% +$149 ﹤0.01% 1075
2025
Q3 		$23K Buy
471
+2
+0.4% +$102 ﹤0.01% 1043
2025
Q2 		$24K Buy
469
+3
+0.6% +$154 ﹤0.01% 975
2025
Q1 		$24K Buy
466
+3
+0.6% +$151 ﹤0.01% 945
2024
Q4 		$23K Buy
463
+2
+0.4% +$101 ﹤0.01% 908
2024
Q3 		$24K Sell
461
-19,941
-98% -$988K ﹤0.01% 864
2024
Q2 		$967K Sell
20,402
-10,433
-34% -$494K 0.04% 248
2024
Q1 		$1.47M Sell
30,835
-245
-0.8% -$11.2K 0.07% 202
2023
Q4 		$1.39M Buy
31,080
+4
+0% +$171 0.07% 199
2023
Q3 		$1.32M Buy
31,076
+26,760
+620% +$1.2M 0.07% 196
2023
Q2 		$196K Buy
4,316
+26
+0.6% +$1.18K 0.01% 380
2023
Q1 		$194K Sell
4,290
-325
-7% -$14.4K 0.01% 383
2022
Q4 		$207K Buy
4,615
+27
+0.6% +$1.19K 0.01% 394
2022
Q3 		$184K Sell
4,588
-62
-1% -$2.73K 0.01% 369
2022
Q2 		$201K Sell
4,650
-1,361
-23% -$61.4K 0.01% 342
2022
Q1 		$276K Sell
6,011
-22,720
-79% -$1.03M 0.02% 313
2021
Q4 		$1.34M Sell
28,731
-93
-0.3% -$4.09K 0.08% 194
2021
Q3 		$1.21M Buy
28,824
+990
+4% +$42.8K 0.08% 195
2021
Q2 		$1.19M Sell
27,834
-213
-0.8% -$9.09K 0.08% 197
2021
Q1 		$1.17M Buy
+28,047
New +$1.12M 0.08% 192

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 $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Capital Analysts LLC's FSTA Position: Q1 2026 in Review

Capital Analysts LLC increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.63% in Q1 2026, buying an estimated $160 and bringing the position to 477 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Capital Analysts LLC first reported a position in FSTA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.47M in Q1 2024. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Capital Analysts LLC held 477 shares of Fidelity MSCI Consumer Staples Index ETF worth $25K as of Q1 2026.
  • Capital Analysts LLC bought 3 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $160.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1080 holding.
  • Capital Analysts LLC first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Analysts LLC's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.47M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.