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Connectus Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Connectus Wealth’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 		$7.51M Buy
+157,660
New +$7.23M 0.21% 104
2023
Q4 		– Sell
-149,119
Closed -$6.36M – 515
2023
Q3 		$6.36M Sell
149,119
-73,203
-33% -$3.29M 0.14% 144
2023
Q2 		$10.1M Buy
222,322
+6,731
+3% +$307K 0.23% 97
2023
Q1 		$9.74M Buy
+215,591
New +$9.54M 0.24% 96
2022
Q4 		– Sell
-25,164
Closed -$1.01M – 460
2022
Q3 		$1.01M Sell
25,164
-7,323
-23% -$323K 0.02% 335
2022
Q2 		$1.41M Sell
32,487
-11,915
-27% -$538K 0.03% 232
2022
Q1 		$2.08M Sell
44,402
-2,956
-6% -$134K 0.07% 164
2021
Q4 		$2.21M Buy
+47,358
New +$2.08M 0.09% 135

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return