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LRI Investments’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

LRI Investments’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
Q2 		$1.1K Hold
21
– – ﹤0.01% 1355
2026
Q1 		$1.1K Hold
21
– – ﹤0.01% 1311
2025
Q4 		$1.03K Hold
21
– – ﹤0.01% 1262
2025
Q3 		$1.05K Buy
+21
New +$1.07K ﹤0.01% 1255

Other funds holding FSTA

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

LRI Investments's FSTA Position: Q2 2026 in Review

LRI Investments held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 21 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

LRI Investments first reported a position in FSTA in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • LRI Investments held 21 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.1K as of Q2 2026.
  • LRI Investments left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1355 holding.
  • LRI Investments first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.