Lindbrook Capital’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Lindbrook Capital’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
2023 Q4	–	Sell	-286	Closed	-$12.2K	–	2738
2023 Q3	$12.2K	Hold	286	–	–	﹤0.01%	1309
2023 Q2	$13K	Hold	286	–	–	﹤0.01%	1318
2023 Q1	$12.9K	Hold	286	–	–	﹤0.01%	1291
2022 Q4	$12.8K	Hold	286	–	–	﹤0.01%	1304
2022 Q3	$11K	Hold	286	–	–	﹤0.01%	1276
2022 Q2	$12K	Hold	286	–	–	﹤0.01%	1179
2022 Q1	$13K	Hold	286	–	–	﹤0.01%	1184
2021 Q4	$13K	Buy	+286	New	+$12.6K	﹤0.01%	1165

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Lindbrook Capital's FSTA Position: Q4 2023 in Review

Lindbrook Capital sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 286 shares — an estimated $12.2K sold.

Lindbrook Capital first reported a position in FSTA in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Lindbrook Capital reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 286 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $12.2K.
Lindbrook Capital first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 8 quarters.
Lindbrook Capital's Fidelity MSCI Consumer Staples Index ETF position peaked at $13K in Q1 2022.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.