LongView Wealth Management
FSTA icon

LongView Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

LongView Wealth Management’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
Q3 		$309K Buy
6,083
+14
+0.2% +$745 0.07% 180
2026
Q2 		$319K Buy
6,069
+15
+0.2% +$796 0.08% 169
2026
Q1 		$316K Sell
6,054
-103
-2% -$5.5K 0.08% 188
2025
Q4 		$313K Buy
6,157
+16
+0.3% +$794 0.08% 196
2025
Q3 		$306K Buy
6,141
+14
+0.2% +$716 0.08% 171
2025
Q2 		$313K Buy
6,127
+504
+9% +$25.8K 0.09% 163
2025
Q1 		$288K Sell
5,623
-89
-2% -$4.49K 0.09% 170
2024
Q4 		$282K Buy
5,712
+615
+12% +$31.1K 0.09% 169
2024
Q3 		$260K Buy
+5,097
New +$252K 0.08% 173

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LongView Wealth Management's FSTA Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.23% in Q3 2026, buying an estimated $745 and bringing the position to 6,083 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #180.

LongView Wealth Management first reported a position in FSTA in Q3 2024 and has held it in 9 quarters since. The position peaked at $319K in Q2 2026. 103 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

  • LongView Wealth Management held 6,083 shares of Fidelity MSCI Consumer Staples Index ETF worth $309K as of Q3 2026.
  • LongView Wealth Management bought 14 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2026, an estimated $745.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #180 holding.
  • LongView Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and has held it in 9 quarters since.
  • LongView Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $319K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.