Sigma Planning Corp’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sigma Planning Corp’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	$2.04M	Buy	38,929 +7,380	+23%	+$394K	0.06%	327
2025 Q4	$1.54M	Sell	31,549 -1,654	-5%	-$82K	0.04%	388
2025 Q3	$1.65M	Sell	33,203 -1,502	-4%	-$76.8K	0.05%	370
2025 Q2	$1.78M	Buy	34,705 +707	+2%	+$36.2K	0.05%	331
2025 Q1	$1.74M	Buy	33,998 +1,296	+4%	+$65.4K	0.06%	318
2024 Q4	$1.62M	Sell	32,702 -2,837	-8%	-$144K	0.05%	339
2024 Q3	$1.81M	Buy	35,539 +1,660	+5%	+$82.2K	0.06%	319
2024 Q2	$1.61M	Sell	33,879 -2,093	-6%	-$99.1K	0.05%	346
2024 Q1	$1.71M	Buy	35,972 +13,960	+63%	+$640K	0.05%	349
2023 Q4	$982K	Sell	22,012 -21,333	-49%	-$913K	0.08%	274
2023 Q3	$1.85M	Sell	43,345 -3,583	-8%	-$161K	0.07%	290
2023 Q2	$2.13M	Buy	46,928 +3,936	+9%	+$179K	0.08%	269
2023 Q1	$1.94M	Sell	42,992 -4,559	-10%	-$202K	0.06%	307
2022 Q4	$2.13M	Buy	47,551 +1,817	+4%	+$79.8K	0.08%	273
2022 Q3	$1.84M	Sell	45,734 -2,520	-5%	-$111K	0.07%	277
2022 Q2	$2.09M	Buy	48,254 +15,048	+45%	+$679K	0.07%	266
2022 Q1	$1.52M	Buy	33,206 +2,055	+7%	+$93.5K	0.05%	394
2021 Q4	$1.45M	Buy	31,151 +37	+0.1%	+$1.63K	0.04%	407
2021 Q3	$1.3M	Buy	31,114 +2,633	+9%	+$114K	0.04%	458
2021 Q2	$1.21M	Sell	28,481 -111	-0.4%	-$4.74K	0.04%	486
2021 Q1	$1.19M	Sell	28,592 -4,283	-13%	-$172K	0.04%	445
2020 Q4	$1.34M	Buy	32,875 +1,444	+5%	+$57.2K	0.05%	373
2020 Q3	$1.2M	Buy	31,431 +2,030	+7%	+$76.3K	0.05%	355
2020 Q2	$1.02M	Sell	29,401 -13,044	-31%	-$452K	0.05%	388
2020 Q1	$1.37M	Buy	42,445 +5,527	+15%	+$200K	0.08%	257
2019 Q4	$1.39M	Buy	36,918 +1,136	+3%	+$41.8K	0.06%	327
2019 Q3	$1.31M	Buy	35,782 +2,912	+9%	+$105K	0.06%	313
2019 Q2	$1.14M	Sell	32,870 -8,892	-21%	-$305K	0.06%	317
2019 Q1	$1.41M	Sell	41,762 -27,877	-40%	-$899K	0.08%	255
2018 Q4	$2.12M	Buy	69,639 +45,033	+183%	+$1.47M	0.15%	145
2018 Q3	$801K	Sell	24,606 -1,405	-5%	-$45.6K	0.05%	344
2018 Q2	$812K	Sell	26,011 -3,840	-13%	-$118K	0.05%	330
2018 Q1	$947K	Sell	29,851 -151,183	-84%	-$5.02M	0.07%	271
2017 Q4	$6.21M	Buy	181,034 +158,104	+690%	+$5.22M	0.48%	39
2017 Q3	$743K	Sell	22,930 -7,375	-24%	-$243K	0.06%	325
2017 Q2	$1M	Buy	30,305 +15,317	+102%	+$512K	0.09%	238
2017 Q1	$493K	Buy	14,988 +3,782	+34%	+$122K	0.05%	395
2016 Q4	$350K	Sell	11,206 -6,135	-35%	-$191K	0.04%	481
2016 Q3	$554K	Sell	17,341 -4,746	-21%	-$155K	0.07%	315
2016 Q2	$728K	Buy	22,087 +3,797	+21%	+$121K	0.09%	239
2016 Q1	$579K	Buy	18,290 +6,563	+56%	+$199K	0.08%	279
2015 Q4	$355K	Sell	11,727 -46,372	-80%	-$1.38M	0.05%	404
2015 Q3	$1.65M	Sell	58,099 -9,209	-14%	-$270K	0.26%	89
2015 Q2	$1.94M	Sell	67,308 -7,793	-10%	-$230K	0.27%	86
2015 Q1	$2.22M	Buy	75,101 +59,604	+385%	+$1.77M	0.29%	80
2014 Q4	$457K	Buy	+15,497	New	+$445K	0.06%	351

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

Sigma Planning Corp's FSTA Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 23% in Q1 2026, buying an estimated $394K and bringing the position to 38,929 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #327.

Sigma Planning Corp first reported a position in FSTA in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.21M in Q4 2017. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Sigma Planning Corp held 38,929 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.04M as of Q1 2026.
Sigma Planning Corp bought 7,380 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $394K.
Fidelity MSCI Consumer Staples Index ETF made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #327 holding.
Sigma Planning Corp first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Fidelity MSCI Consumer Staples Index ETF position peaked at $6.21M in Q4 2017.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.