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

Crewe 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
2025 Q2	–	Sell	-68	Closed	-$3.48K	–	781
2025 Q1	$3.48K	Buy	+68	New	+$3.43K	﹤0.01%	509
2023 Q4	–	Sell	-27	Closed	-$1.15K	–	527
2023 Q3	$1.15K	Hold	27	–	–	﹤0.01%	351
2023 Q2	$1.23K	Buy	+27	New	+$1.23K	﹤0.01%	563

Other funds holding FSTA

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return