Root Financial Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Root Financial Partners’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	$5.19K	Buy	+102	New	+$5.43K	﹤0.01%	2216
2026 Q2	–	Sell	-102	Closed	-$5.34K	–	1448
2026 Q1	$5.34K	Sell	102 -61	-37%	-$3.26K	﹤0.01%	1927
2025 Q4	$8.02K	Buy	163 +61	+60%	+$3.02K	﹤0.01%	1598
2025 Q3	$5.08K	Buy	+102	New	+$5.21K	﹤0.01%	1717

Other funds holding FSTA

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Root Financial Partners's FSTA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2026: 102 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #2216 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FSTA as recently as Q1 2026.

Root Financial Partners first reported a position in FSTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.02K in Q4 2025. 188 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

Root Financial Partners held 102 shares of Fidelity MSCI Consumer Staples Index ETF worth $5.19K as of Q3 2026.
Fidelity MSCI Consumer Staples Index ETF was a new Root Financial Partners position in Q3 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2216 holding.
Root Financial Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $8.02K in Q4 2025.
188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.