Cetera Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cetera Advisors’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
2024 Q1	$359K	Buy	7,554 +1,724	+30%	+$79K	﹤0.01%	1823
2023 Q4	$260K	Buy	+5,830	New	+$250K	﹤0.01%	1506
2023 Q3	–	Sell	-5,792	Closed	-$263K	–	1736
2023 Q2	$263K	Buy	5,792 +274	+5%	+$12.5K	﹤0.01%	1369
2023 Q1	$249K	Buy	+5,518	New	+$244K	﹤0.01%	1379
2022 Q2	–	Sell	-5,104	Closed	-$234K	–	1411
2022 Q1	$234K	Sell	5,104 -744	-13%	-$33.8K	﹤0.01%	1232
2021 Q4	$273K	Sell	5,848 -26	-0.4%	-$1.14K	0.01%	1164
2021 Q3	$246K	Sell	5,874 -4,166	-41%	-$180K	﹤0.01%	1209
2021 Q2	$428K	Sell	10,040 -7,552	-43%	-$322K	0.01%	889
2021 Q1	$732K	Buy	17,592 +5,014	+40%	+$201K	0.02%	589
2020 Q4	$512K	Buy	12,578 +716	+6%	+$28.4K	0.02%	634
2020 Q3	$453K	Buy	11,862 +483	+4%	+$18.2K	0.02%	599
2020 Q2	$397K	Buy	11,379 +482	+4%	+$16.7K	0.02%	606
2020 Q1	$352K	Buy	+10,897	New	+$394K	0.02%	554
2017 Q3	–	Sell	-18,706	Closed	-$618K	–	845
2017 Q2	$618K	Buy	+18,706	New	+$625K	0.04%	407

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Cetera Advisors's FSTA Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 30% in Q1 2024, buying an estimated $79K and bringing the position to 7,554 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Cetera Advisors first reported a position in FSTA in Q2 2017 and has held it in 14 quarters since. The position peaked at $732K in Q1 2021. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

Cetera Advisors held 7,554 shares of Fidelity MSCI Consumer Staples Index ETF worth $359K as of Q1 2024.
Cetera Advisors bought 1,724 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $79K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1823 holding.
Cetera Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2017 and has held it in 14 quarters since.
Cetera Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $732K in Q1 2021.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.