Stephens Inc’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Stephens Inc’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
2022 Q1	–	Sell	-7,290	Closed	-$340K	–	1343
2021 Q4	$340K	Sell	7,290 -588	-7%	-$25.9K	0.01%	998
2021 Q3	$330K	Hold	7,878	–	–	0.01%	1007
2021 Q2	$336K	Hold	7,878	–	–	0.01%	998
2021 Q1	$328K	Buy	7,878 +1,829	+30%	+$73.3K	0.01%	970
2020 Q4	$246K	Sell	6,049 -1,752	-22%	-$69.4K	﹤0.01%	1014
2020 Q3	$298K	Hold	7,801	–	–	0.01%	873
2020 Q2	$272K	Buy	+7,801	New	+$270K	0.01%	870
2020 Q1	–	Sell	-5,448	Closed	-$205K	–	1148
2019 Q4	$205K	Buy	+5,448	New	+$200K	﹤0.01%	1001

Other funds holding FSTA

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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

Commonwealth Equity Services

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

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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