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

Lido 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	$71.1M	Buy	1,358,767 +16,876	+1%	+$901K	0.22%	76
2025 Q4	$66.9M	Buy	1,341,891 +2,861	+0.2%	+$142K	0.2%	72
2025 Q3	$66.7M	Sell	1,339,030 -60,468	-4%	-$3.09M	0.21%	67
2025 Q2	$71.6M	Buy	1,399,498 +67,375	+5%	+$3.45M	0.28%	52
2025 Q1	$68.1M	Buy	1,332,123 +178,229	+15%	+$9M	0.31%	47
2024 Q4	$57M	Buy	1,153,894 +42,679	+4%	+$2.16M	0.26%	52
2024 Q3	$56.7M	Sell	1,111,215 -106,593	-9%	-$5.28M	0.28%	39
2024 Q2	$57.7M	Buy	1,217,808 +43,986	+4%	+$2.08M	0.32%	33
2024 Q1	$55.9M	Buy	1,173,822 +154,234	+15%	+$7.07M	0.33%	31
2023 Q4	$45.6M	Buy	1,019,588 +12,667	+1%	+$542K	0.31%	34
2023 Q3	$42.9M	Buy	1,006,921 +32,373	+3%	+$1.46M	0.33%	34
2023 Q2	$44.3M	Buy	974,548 +67,955	+7%	+$3.09M	0.32%	32
2023 Q1	$40.9M	Buy	906,593 +50,560	+6%	+$2.24M	0.4%	27
2022 Q4	$38.4M	Sell	856,033 -14,651	-2%	-$643K	0.47%	23
2022 Q3	$35M	Buy	870,684 +3,360	+0.4%	+$148K	0.44%	23
2022 Q2	$37.5M	Buy	867,324 +78,013	+10%	+$3.52M	0.5%	22
2022 Q1	$36.2M	Buy	789,311 +56,810	+8%	+$2.58M	0.4%	25
2021 Q4	$34.2M	Buy	732,501 +66,351	+10%	+$2.92M	0.37%	25
2021 Q3	$27.9M	Buy	666,150 +27,437	+4%	+$1.19M	0.39%	26
2021 Q2	$27.2M	Buy	638,713 +139,153	+28%	+$5.94M	0.38%	26
2021 Q1	$20.8M	Sell	499,560 -12,029	-2%	-$482K	0.36%	32
2020 Q4	$20.8M	Buy	511,589 +78,992	+18%	+$3.13M	0.43%	24
2020 Q3	$16.5M	Buy	432,597 +8,176	+2%	+$307K	0.42%	26
2020 Q2	$14.8M	Buy	424,421 +39,704	+10%	+$1.37M	0.45%	24
2020 Q1	$12.4M	Buy	384,717 +26,564	+7%	+$961K	0.53%	21
2019 Q4	$13.5M	Sell	358,153 -1,879	-0.5%	-$69.1K	0.54%	25
2019 Q3	$13.2M	Buy	360,032 +28,172	+8%	+$1.01M	0.67%	22
2019 Q2	$11.5M	Buy	331,860 +34,149	+11%	+$1.17M	0.66%	28
2019 Q1	$10.1M	Buy	297,711 +40,509	+16%	+$1.31M	0.66%	31
2018 Q4	$7.84M	Buy	257,202 +57,471	+29%	+$1.88M	0.77%	24
2018 Q3	$6.5M	Buy	199,731 +68,882	+53%	+$2.23M	0.63%	28
2018 Q2	$4.08M	Buy	130,849 +15,698	+14%	+$482K	0.47%	35
2018 Q1	$3.65M	Buy	115,151 +38,410	+50%	+$1.28M	0.5%	39
2017 Q4	$2.63M	Buy	76,741 +11,886	+18%	+$393K	0.37%	40
2017 Q3	$2.07M	Buy	64,855 +22,140	+52%	+$730K	0.33%	46
2017 Q2	$1.41M	Buy	42,715 +9,838	+30%	+$329K	0.29%	48
2017 Q1	$1.09M	Buy	32,877 +24,003	+270%	+$776K	0.3%	52
2016 Q4	$277K	Buy	+8,874	New	+$276K	0.07%	142

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Lido Advisors's FSTA Position: Q1 2026 in Review

Lido Advisors increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.3% in Q1 2026, buying an estimated $901K and bringing the position to 1,358,767 shares worth $71.1M. The position accounts for 0.22% of the portfolio, ranked #76.

Lido Advisors first reported a position in FSTA in Q4 2016 and has held it in 38 quarters since. The position peaked at $71.6M in Q2 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Lido Advisors held 1,358,767 shares of Fidelity MSCI Consumer Staples Index ETF worth $71.1M as of Q1 2026.
Lido Advisors bought 16,876 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $901K.
Fidelity MSCI Consumer Staples Index ETF made up 0.22% of Lido Advisors's portfolio in Q1 2026, its #76 holding.
Lido Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2016 and has held it in 38 quarters since.
Lido Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $71.6M in Q2 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.