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

SYM Financial 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	–	Sell	-395	Closed	-$19.4K	–	434
2025 Q4	$19.4K	Buy	+395	New	+$19.6K	﹤0.01%	392
2025 Q3	–	Sell	-395	Closed	-$20.2K	–	434
2025 Q2	$20.2K	Buy	+395	New	+$20.2K	﹤0.01%	384
2024 Q2	–	Sell	-200	Closed	-$9.52K	–	268
2024 Q1	$9.52K	Sell	200 -800	-80%	-$36.7K	﹤0.01%	154
2023 Q4	$44.6K	Sell	1,000 -1,650	-62%	-$70.6K	0.01%	141
2023 Q3	$113K	Buy	+2,650	New	+$119K	0.02%	103

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

SYM Financial Corp's FSTA Position: Q1 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 395 shares — an estimated $19.4K sold.

SYM Financial Corp first reported a position in FSTA in Q3 2023 and held it in 5 quarters. The position peaked at $113K in Q3 2023. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 395 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $19.4K.
SYM Financial Corp first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2023 and held it in 5 quarters.
SYM Financial Corp's Fidelity MSCI Consumer Staples Index ETF position peaked at $113K in Q3 2023.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.