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

Demars Financial Group’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	$602K	Sell	11,511 -380	-3%	-$20.3K	0.2%	59
2025 Q4	$585K	Sell	11,891 -2,868	-19%	-$142K	0.2%	51
2025 Q3	$736K	Sell	14,759 -1,434	-9%	-$73.3K	0.25%	40
2025 Q2	$828K	Sell	16,193 -4,388,153	-100%	-$225M	0.32%	31
2025 Q1	$86.1M	Buy	4,404,346 +349,293	+9%	+$17.6M	2.46%	6
2024 Q4	$82M	Buy	4,055,053 +4,050,852	+96,426%	+$205M	2.64%	7
2024 Q3	$214K	Buy	+4,201	New	+$208K	0.1%	66
2023 Q3	–	Sell	-4,825	Closed	-$219K	–	79
2023 Q2	$219K	Sell	4,825 -36	-0.7%	-$1.64K	0.12%	69
2023 Q1	$219K	Sell	4,861 -296	-6%	-$13.1K	0.12%	72
2022 Q4	$231K	Buy	+5,157	New	+$226K	0.13%	67
2022 Q3	–	Sell	-71,219	Closed	-$3.08M	–	67
2022 Q2	$3.08M	Buy	71,219 +921	+1%	+$41.5K	1.76%	22
2022 Q1	$3.22M	Buy	+70,298	New	+$3.2M	1.62%	22
2020 Q4	–	Sell	-51,716	Closed	-$1.97M	–	72
2020 Q3	$1.97M	Buy	51,716 +145	+0.3%	+$5.45K	1.5%	23
2020 Q2	$1.8M	Sell	51,571 -4,879	-9%	-$169K	1.49%	24
2020 Q1	$1.83M	Buy	56,450 +2,215	+4%	+$80.2K	1.91%	19
2019 Q4	$2.04M	Buy	+54,235	New	+$2M	1.85%	22

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

Demars Financial Group's FSTA Position: Q1 2026 in Review

Demars Financial Group reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 3.2% in Q1 2026, selling an estimated $20.3K and leaving 11,511 shares worth $602K. The position accounts for 0.2% of the portfolio, ranked #59.

Demars Financial Group first reported a position in FSTA in Q4 2019 and has held it in 16 quarters since. The position peaked at $86.1M in Q1 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Demars Financial Group held 11,511 shares of Fidelity MSCI Consumer Staples Index ETF worth $602K as of Q1 2026.
Demars Financial Group sold 380 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $20.3K.
Fidelity MSCI Consumer Staples Index ETF made up 0.2% of Demars Financial Group's portfolio in Q1 2026, its #59 holding.
Demars Financial Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and has held it in 16 quarters since.
Demars Financial Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $86.1M in Q1 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.