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Steward Partners Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Steward Partners Investment Advisory’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 		$1.08M Buy
20,637
+2,033
+11% +$108K 0.01% 1130
2025
Q4 		$915K Sell
18,604
-268
-1% -$13.3K 0.01% 1114
2025
Q3 		$941K Buy
18,872
+1,459
+8% +$74.6K 0.01% 1078
2025
Q2 		$891K Buy
17,413
+3,067
+21% +$157K 0.01% 1038
2025
Q1 		$734K Sell
14,346
-169
-1% -$8.53K 0.01% 1040
2024
Q4 		$717K Sell
14,515
-424
-3% -$21.5K 0.01% 1001
2024
Q3 		$763K Sell
14,939
-983
-6% -$48.7K 0.01% 951
2024
Q2 		$755K Sell
15,922
-18,282
-53% -$865K 0.01% 909
2024
Q1 		$1.63M Sell
34,204
-3,300
-9% -$151K 0.02% 638
2023
Q4 		$1.67M Buy
37,504
+2,952
+9% +$126K 0.02% 553
2023
Q3 		$1.47M Buy
34,552
+34,541
+314,009% +$1.55M 0.02% 546
2023
Q2 		$500 Sell
11
-90
-89% -$4.1K ﹤0.01% 3190
2023
Q1 		$4.56K Buy
101
+86
+573% +$3.81K ﹤0.01% 2813
2022
Q4 		$672 Buy
+15
New +$659 ﹤0.01% 3167

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return