First Allied Advisory Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-320	Closed	-$12K	–	1331
2019 Q3	$12K	Buy	+320	New	+$11.5K	﹤0.01%	1521
2018 Q1	–	Sell	-105	Closed	-$4K	–	1258
2017 Q4	$4K	Buy	+105	New	+$3.47K	﹤0.01%	1498

Other funds holding FSTA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

First Allied Advisory Services's FSTA Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2019, closing a stake of 320 shares — an estimated $12K sold.

First Allied Advisory Services first reported a position in FSTA in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 95 funds tracked by Wall St. Rank hold FSTA as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 320 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2019, an estimated $12K.
First Allied Advisory Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $12K in Q3 2019.
95 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.