Next Financial Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Next Financial Group’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
2021 Q4	$15K	Buy	339 +286	+540%	+$12.6K	﹤0.01%	2002
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	2474
2021 Q2	$2K	Buy	+53	New	+$2.26K	﹤0.01%	2403
2017 Q4	–	Sell	-722	Closed	-$24K	–	656
2017 Q3	$24K	Sell	722 -2,570	-78%	-$84.7K	0.01%	914
2017 Q2	$109K	Buy	3,292 +2,570	+356%	+$85.9K	0.03%	518
2017 Q1	$24K	Sell	722 -800	-53%	-$25.9K	0.01%	980
2016 Q4	$47K	Buy	1,522 +322	+27%	+$10K	0.01%	993
2016 Q3	$38K	Buy	1,200 +935	+353%	+$30.5K	0.01%	1064
2016 Q2	$8K	Hold	265	–	–	﹤0.01%	1274
2016 Q1	$8K	Buy	+265	New	+$8.03K	﹤0.01%	1236

Other funds holding FSTA

MIS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's FSTA Position: Q4 2021 in Review

Next Financial Group increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 540% in Q4 2021, buying an estimated $12.6K and bringing the position to 339 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Next Financial Group first reported a position in FSTA in Q1 2016 and has held it in 10 quarters since. The position peaked at $109K in Q2 2017. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

Next Financial Group held 339 shares of Fidelity MSCI Consumer Staples Index ETF worth $15K as of Q4 2021.
Next Financial Group bought 286 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2021, an estimated $12.6K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2002 holding.
Next Financial Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2016 and has held it in 10 quarters since.
Next Financial Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $109K in Q2 2017.
136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.