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

Heritage 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	$8.47K	Hold	162	–	–	﹤0.01%	532
2025 Q4	$7.96K	Hold	162	–	–	﹤0.01%	467
2025 Q3	$8.06K	Sell	162 -78	-33%	-$3.99K	﹤0.01%	442
2025 Q2	$12.3K	Hold	240	–	–	﹤0.01%	412
2025 Q1	$12.3K	Hold	240	–	–	﹤0.01%	408
2024 Q4	$11.9K	Hold	240	–	–	﹤0.01%	430
2024 Q3	$12.3K	Buy	+240	New	+$11.9K	﹤0.01%	429

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

Heritage Wealth Advisors's FSTA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2026 at 162 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Heritage Wealth Advisors first reported a position in FSTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q2 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Heritage Wealth Advisors held 162 shares of Fidelity MSCI Consumer Staples Index ETF worth $8.47K as of Q1 2026.
Heritage Wealth Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #532 holding.
Heritage Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and has held it in 7 quarters since.
Heritage Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $12.3K in Q2 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.