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FSTA icon

Integrated Wealth Concepts’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-18,879
Closed -$965K – 1934
2025
Q1 		$965K Buy
18,879
+950
+5% +$48K 0.01% 845
2024
Q4 		$886K Buy
17,929
+25
+0.1% +$1.27K 0.01% 875
2024
Q3 		$914K Buy
17,904
+80
+0.4% +$3.96K 0.01% 843
2024
Q2 		$845K Sell
17,824
-39
-0.2% -$1.85K 0.01% 834
2024
Q1 		$850K Buy
17,863
+1,400
+9% +$64.2K 0.01% 828
2023
Q4 		$735K Sell
16,463
-4,318
-21% -$185K 0.01% 845
2023
Q3 		$885K Sell
20,781
-710
-3% -$32K 0.02% 742
2023
Q2 		$976K Buy
21,491
+416
+2% +$18.9K 0.02% 693
2023
Q1 		$952K Buy
21,075
+102
+0.5% +$4.52K 0.02% 639
2022
Q4 		$940K Buy
20,973
+1,175
+6% +$51.6K 0.03% 489
2022
Q3 		$795K Buy
19,798
+876
+5% +$38.6K 0.03% 473
2022
Q2 		$819K Buy
+18,922
New +$854K 0.03% 461

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return