Summit Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Summit Financial’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	$232K	Sell	4,435 -878	-17%	-$46.9K	﹤0.01%	1294
2025 Q4	$261K	Buy	5,313 +351	+7%	+$17.4K	﹤0.01%	1134
2025 Q3	$247K	Sell	4,962 -347	-7%	-$17.7K	﹤0.01%	1132
2025 Q2	$272K	Sell	5,309 -1,200	-18%	-$61.4K	0.01%	713
2025 Q1	$333K	Buy	6,509 +10	+0.2%	+$505	0.01%	591
2024 Q4	$321K	Buy	6,499 +30	+0.5%	+$1.52K	0.01%	523
2024 Q3	$330K	Buy	+6,469	New	+$320K	0.01%	443

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

Summit Financial's FSTA Position: Q1 2026 in Review

Summit Financial reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 17% in Q1 2026, selling an estimated $46.9K and leaving 4,435 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Summit Financial first reported a position in FSTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Summit Financial held 4,435 shares of Fidelity MSCI Consumer Staples Index ETF worth $232K as of Q1 2026.
Summit Financial sold 878 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $46.9K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1294 holding.
Summit Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and has held it in 7 quarters since.
Summit Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $333K in Q1 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.