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 Q3	–	Sell	-395	Closed	-$20.8K	–	556
2026 Q2	$20.8K	Buy	+395	New	+$21K	﹤0.01%	468
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	-$9.5K	–	268
2024 Q1	$9.5K	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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SYM Financial Corp's FSTA Position: Q3 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2026, closing a stake of 395 shares — an estimated $20.8K sold.

SYM Financial Corp first reported a position in FSTA in Q3 2023 and held it in 6 quarters. The position peaked at $113K in Q3 2023. 106 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 395 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2026, an estimated $20.8K.
SYM Financial Corp first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2023 and held it in 6 quarters.
SYM Financial Corp's Fidelity MSCI Consumer Staples Index ETF position peaked at $113K in Q3 2023.
106 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.