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Stonebridge Financial Planning Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Stonebridge Financial Planning Group’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 		$481K Sell
9,200
-800
-8% -$42.7K 0.18% 122
2025
Q4 		$492K Sell
10,000
-955
-9% -$47.4K 0.18% 118
2025
Q3 		$546K Buy
10,955
+1,847
+20% +$94.4K 0.21% 112
2025
Q2 		$466K Hold
9,108
– – 0.19% 116
2025
Q1 		$466K Hold
9,108
– – 0.21% 114
2024
Q4 		$450K Sell
9,108
-2,880
-24% -$146K 0.2% 119
2024
Q3 		$612K Sell
11,988
-1,538
-11% -$76.2K 0.29% 94
2024
Q2 		$641K Sell
13,526
-2,786
-17% -$132K 0.32% 85
2024
Q1 		$776K Sell
16,312
-1,079
-6% -$49.5K 0.41% 71
2023
Q4 		$776K Sell
17,391
-6,584
-27% -$282K 0.45% 59
2023
Q3 		$1.02M Sell
23,975
-4,677
-16% -$210K 0.65% 45
2023
Q2 		$1.3M Buy
28,652
+3,322
+13% +$151K 0.79% 38
2023
Q1 		$1.14M Buy
25,330
+2,707
+12% +$120K 0.74% 43
2022
Q4 		$1.01M Buy
22,623
+7,125
+46% +$313K 0.67% 50
2022
Q3 		$622K Buy
15,498
+3,269
+27% +$144K 0.44% 63
2022
Q2 		$529K Buy
+12,229
New +$552K 0.36% 65

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