FRG Family Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

FRG Family Wealth 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
2026 Q1	$1.32M	Hold	25,210	–	–	0.22%	74
2025 Q4	$1.24M	Sell	25,210 -1,600	-6%	-$79.4K	0.19%	79
2025 Q3	$1.34M	Sell	26,810 -5,475	-17%	-$280K	0.22%	71
2025 Q2	$1.65M	Buy	32,285 +10,925	+51%	+$559K	0.29%	55
2025 Q1	$1.09M	Sell	21,360 -3,950	-16%	-$199K	0.21%	77
2024 Q4	$1.25M	Hold	25,310	–	–	0.23%	66
2024 Q3	$1.29M	Hold	25,310	–	–	0.23%	66
2024 Q2	$1.23M	Buy	25,310 +2,110	+9%	+$99.9K	0.24%	67
2024 Q1	$1.09M	Sell	23,200 -1,100	-5%	-$50.4K	0.21%	70
2023 Q4	$1.08M	Sell	24,300 -1,260	-5%	-$53.9K	0.22%	68
2023 Q3	$1.09M	Sell	25,560 -1,045	-4%	-$47K	0.25%	68
2023 Q2	$1.21M	Buy	26,605 +660	+3%	+$30.1K	0.26%	62
2023 Q1	$1.17M	Sell	25,945 -205	-0.8%	-$9.08K	0.27%	65
2022 Q4	$1.17M	Buy	26,150 +11,175	+75%	+$491K	0.28%	67
2022 Q3	$601K	Hold	14,975	–	–	0.15%	91
2022 Q2	$648K	Hold	14,975	–	–	0.15%	93
2022 Q1	$687K	Hold	14,975	–	–	0.13%	95
2021 Q4	$699K	Buy	+14,975	New	+$659K	0.13%	89

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

FRG Family Wealth Advisors's FSTA Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2026 at 25,210 shares worth $1.32M. The position accounts for 0.22% of the portfolio, ranked #74.

FRG Family Wealth Advisors first reported a position in FSTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q2 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

FRG Family Wealth Advisors held 25,210 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.32M as of Q1 2026.
FRG Family Wealth Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.22% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #74 holding.
FRG Family Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and has held it in 18 quarters since.
FRG Family Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.65M in Q2 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.