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

Concurrent Investment 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
2026 Q1	$393K	Buy	7,513 +300	+4%	+$16K	﹤0.01%	1336
2025 Q4	$355K	Buy	7,213 +1,949	+37%	+$96.7K	﹤0.01%	1302
2025 Q3	$262K	Buy	+5,264	New	+$269K	﹤0.01%	1214

Other funds holding FSTA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $715M AUM 15.96% 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

Concurrent Investment Advisors's FSTA Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 4.2% in Q1 2026, buying an estimated $16K and bringing the position to 7,513 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Concurrent Investment Advisors first reported a position in FSTA in Q3 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Concurrent Investment Advisors held 7,513 shares of Fidelity MSCI Consumer Staples Index ETF worth $393K as of Q1 2026.
Concurrent Investment Advisors bought 300 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $16K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1336 holding.
Concurrent Investment Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and has held it in 3 quarters since.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.