Define Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Define Financial’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 Q4	–	Sell	-4,389	Closed	-$219K	–	44
2025 Q3	$219K	Buy	4,389 +24	+0.5%	+$1.23K	0.13%	38
2025 Q2	$223K	Buy	4,365 +25	+0.6%	+$1.28K	0.15%	36
2025 Q1	$220K	Buy	4,340 +24	+0.6%	+$1.21K	0.17%	32
2024 Q4	$213K	Buy	+4,316	New	+$219K	0.16%	33

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

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

Define Financial's FSTA Position: Q4 2025 in Review

Define Financial sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2025, closing a stake of 4,389 shares — an estimated $219K sold.

Define Financial first reported a position in FSTA in Q4 2024 and held it in 4 quarters. The position peaked at $223K in Q2 2025. 212 funds tracked by Wall St. Rank hold FSTA as of Q4 2025.

Define Financial reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2025 after selling out during the quarter.
Define Financial sold 4,389 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2025, an estimated $219K.
Define Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and held it in 4 quarters.
Define Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $223K in Q2 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2025.

Based on Define Financial's 13F filing for Q4 2025, filed 13 Jan 2026.