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 Q1	$5.34K	Sell	102 -61	-37%	-$3.25K	﹤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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Root Financial Partners's FSTA Position: Q1 2026 in Review

Root Financial Partners reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 37% in Q1 2026, selling an estimated $3.25K and leaving 102 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Root Financial Partners first reported a position in FSTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.02K in Q4 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Root Financial Partners held 102 shares of Fidelity MSCI Consumer Staples Index ETF worth $5.34K as of Q1 2026.
Root Financial Partners sold 61 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $3.25K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1927 holding.
Root Financial Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $8.02K in Q4 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.