CX Institutional’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

CX Institutional’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 Q2	$325K	Sell	6,194 -852	-12%	-$45.2K	0.01%	596
2026 Q1	$369K	Sell	7,046 -2,297	-25%	-$123K	0.01%	535
2025 Q4	$460K	Buy	9,343 +6,621	+243%	+$328K	0.01%	444
2025 Q3	$136K	Sell	2,722 -1,400	-34%	-$71.6K	﹤0.01%	777
2025 Q2	$211K	Buy	4,122 +2,141	+108%	+$110K	0.01%	607
2025 Q1	$101K	Buy	+1,981	New	+$100K	﹤0.01%	747
2024 Q1	–	Sell	-68,479	Closed	-$3.06M	–	551
2023 Q4	$3.06M	Buy	68,479 +53,478	+356%	+$2.29M	0.16%	169
2023 Q3	$639K	Buy	15,001 +4,897	+48%	+$220K	0.04%	300
2023 Q2	$459K	Sell	10,104 -10,487	-51%	-$478K	0.02%	354
2023 Q1	$933K	Buy	+20,591	New	+$912K	0.05%	283

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CX Institutional's FSTA Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 12% in Q2 2026, selling an estimated $45.2K and leaving 6,194 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #596.

CX Institutional first reported a position in FSTA in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.06M in Q4 2023. 211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

CX Institutional held 6,194 shares of Fidelity MSCI Consumer Staples Index ETF worth $325K as of Q2 2026.
CX Institutional sold 852 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $45.2K.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #596 holding.
CX Institutional first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 10 quarters since.
CX Institutional's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.06M in Q4 2023.
211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.