Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q1 2024 (March 31)
161holders
2famous investors
$47.58avg. 13F price*

At the end of Q1 2024, 161 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($103.5M), Lido Advisors, LLC ($55.9M) and Commonwealth Equity Services, LLC ($20.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Fidelity MSCI Cons Stap Indx
CUSIP
316092303
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 161Q1 2024Q2 2024: 153Q2 2024Q3 2024: 169Q3 2024Q4 2024: 181Q4 2024Q1 2025: 193Q1 2025Q2 2025: 204Q2 2025Q3 2025: 193Q3 2025Q4 2025: 211Q4 2025Q1 2026: 206Q1 2026Q2 2026: 214Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions15$13.2M
Exits18$4.9M

Ownership 161 holders

Charles Schwab Investment Management Inc. 0.02% Add +0.4% 2,176,118 $103.5M
Lido Advisors, LLC 0.50% Add +15.1% 1,173,822 $55.9M
Commonwealth Equity Services, LLC 0.03% Reduce -13.9% 428,568 $20.4M
Envestnet Asset Management Inc. 0.01% Reduce -2.3% 389,558 $18.5M
Morningstar Investment Services LLC 0.17% Reduce -57.2% 330,427 $15.7M
LPL Financial LLC 0.01% Reduce -1.0% 242,358 $11.5M
Osaic Holdings, Inc. 0.02% Reduce -52.4% 221,941 $10.6M
Kestra Advisory Services, LLC 0.07% Add +20.4% 217,364 $10.3M
Goldman Sachs Group Inc. 0.00% Add +43.4% 203,700 $9.7M
Connectus Wealth, LLC 0.20% New 157,660 $7.5M
Compass Financial Group, INC 1.46% Add +10.4% 132,041 $6.3M
Financial Perspectives, Inc 1.88% Add +4.1% 104,050 $5.0M
Morgan Stanley 0.00% Add +4.7% 101,493 $4.8M
Full Sail Capital, LLC 0.34% Reduce -1.7% 101,098 $4.8M
Lincoln National Corp. 0.07% Add +12.3% 98,482 $4.7M
NewEdge Advisors, LLC 0.04% Add +13.7% 96,994 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -19.5% 95,172 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -11.2% 94,196 $4.5M
AE Wealth Management LLC 0.05% Reduce -21.3% 92,578 $4.4M
Cetera Investment Advisers 0.01% Add +101.0% 79,147 $3.8M
Atlas Capital Advisors Inc. 0.57% Add +19.8% 76,693 $3.6M
Agf Management Ltd. 0.02% Reduce -42.6% 70,617 $3.4M
Marotta Asset Management 0.68% Add +27.9% 69,063 $3.3M
Ameriprise Financial Inc. 0.00% Add +113.9% 68,162 $3.2M
Advisory Services Network, LLC 0.07% Reduce -34.8% 65,882 $3.1M
J.W. Cole Advisors, Inc. 0.14% Add +37.5% 56,785 $2.7M
Buska Wealth Management, LLC 1.15% — 55,017 $2.6M
Rockefeller Capital Management L.P. 0.01% Reduce -19.7% 54,273 $2.6M
UBS Group AG 0.00% Add +0.5% 54,269 $2.6M
Stifel Financial Corp. 0.00% Add +1.4% 50,633 $2.4M
Susquehanna International Group, LLP 0.00% New 43,924 $2.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -12.4% 43,600 $2.1M
Bank of America Corp. 0.00% Reduce -24.3% 43,548 $2.1M
Prudential Financial Inc. 0.00% Add +2.7% 41,288 $2.0M
Walker Financial Services, Inc. 1.42% Reduce -26.1% 36,423 $1.7M
Sigma Planning Corp 0.05% Add +63.4% 35,972 $1.7M
Wbi Investments, LLC 0.35% Reduce -56.4% 35,634 $1.7M
FMR LLC 0.00% Add +32.4% 35,404 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -8.8% 34,204 $1.6M
Citadel Advisors 0.00% New 32,610 $1.6M
Principal Securities, Inc. 0.05% Add +2.4% 32,271 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -11.0% 31,687 $1.5M
Wells Fargo & Company 0.00% Reduce -10.6% 31,459 $1.5M
Capital Analysts, LLC 0.07% Reduce -0.8% 30,835 $1.5M
Snowden Capital Advisors LLC 0.04% Add +26.1% 28,771 $1.4M
Jane Street Group, LLC 0.00% Add +201.7% 28,402 $1.4M
Heck Capital Advisors, LLC 0.20% Add +0.9% 27,991 $1.3M
Lifeworks Advisors, LLC 0.37% Add +2.4% 27,885 $1.3M
Advocacy Wealth Management, LLC 0.11% Reduce -79.8% 27,055 $1.3M
Atlas Brown,Inc. 0.46% Reduce -0.9% 26,353 $1.3M
Macquarie Group Ltd. 0.00% Reduce -8.3% 25,886 $1.2M
Independent Order of Foresters 0.78% Reduce -8.3% 25,886 $1.2M
Kestra Private Wealth Services, LLC 0.03% Reduce -3.1% 25,027 $1.2M
Arkadios Wealth Advisors 0.09% Reduce -0.7% 24,995 $1.2M
Lynch & Associates 0.27% Add +9.0% 24,377 $1.2M
Smith Salley Wealth Management 0.09% Add +0.3% 23,981 $1.1M
Yoder Wealth Management, Inc. 0.74% Add +8.9% 23,870 $1.1M
FRG Family Wealth Advisors LLC 0.21% Reduce -4.5% 23,200 $1.1M
Cedrus LLC 0.57% Add +7.7% 22,097 $1.1M
Exchange Capital Management, Inc. 0.17% Reduce -0.6% 22,092 $1.1M
Fifth Third Securities, Inc. 0.09% Reduce -21.3% 19,987 $951K
Truist Financial Corp. 0.00% Reduce -33.3% 19,306 $919K
Robertson Stephens Wealth Management, LLC 0.05% Reduce -0.1% 18,967 $902K
Oliver Lagore Vanvalin Investment Group 0.26% Reduce -37.4% 18,376 $874K
Private Advisor Group, LLC 0.01% Add +49.6% 18,169 $864K
Integrated Wealth Concepts LLC 0.01% Add +8.5% 17,863 $850K
Stonebridge Financial Planning Group, LLC 0.41% Reduce -6.2% 16,312 $776K
Sweeney & Michel, LLC 0.33% — 15,629 $752K
HighTower Advisors, LLC 0.00% Reduce -1.1% 15,577 $746K
Dakota Wealth Management 0.02% Reduce -4.3% 15,675 $746K
Curran Financial Partners, LLC 0.25% Reduce -5.7% 14,996 $713K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.9% 14,642 $697K
Sunbelt Securities, Inc. 0.07% Reduce -15.9% 14,064 $669K
Pacific Sun Financial Corp 0.38% Reduce -0.7% 13,578 $646K
Keybank National Association 0.00% No change 13,459 $640K
Brookstone Capital Management 0.01% Reduce -2.3% 12,593 $599K
RFG Advisory, LLC 0.02% Reduce -5.5% 12,570 $598K
Royal Bank of Canada 0.00% Add +30.1% 12,004 $571K
Mariner, LLC 0.00% Reduce -4.6% 11,365 $541K
MML Investors Services, LLC 0.00% Reduce -39.7% 11,066 $527K
TrueWealth Advisors, LLC 0.19% Reduce -5.9% 10,363 $493K
Fisher Asset Management 0.00% Add +22.2% 10,190 $485K
Ameritas Advisory Services, LLC 0.02% Reduce -24.8% 9,892 $466K
Bray Capital Advisors 0.12% No change 9,750 $464K
Park Avenue Securities LLC 0.01% Reduce -3.9% 9,468 $450K
Prairie Wealth Advisors, Inc. 0.21% — 9,254 $440K
Lanark Financial, Inc. 0.04% Reduce -5.9% 9,219 $438K
World Investment Advisors 0.06% Add +7.9% 9,149 $435K
Avidian Wealth Enterprises, LLC 0.02% Add +49.3% 8,760 $417K
Southern Capital Advisors, LLC 0.24% Reduce -88.2% 8,417 $400K
Roman Butler Fullerton & Co. 0.15% Add +0.1% 8,422 $393K
Independent Advisor Alliance 0.01% Reduce -0.3% 8,175 $389K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 7,866 $374K
Soltis Investment Advisors LLC 0.04% Reduce -6.2% 7,848 $373K
Grey Ledge Advisors, LLC 0.10% No change 7,481 $356K
PGIM Custom Harvest LLC 0.01% New 7,478 $356K
Corient Private Wealth LP 0.00% No change 7,173 $341K
Pathstone Holdings, LLC 0.00% Add +9.2% 7,012 $334K
Gsa Capital Partners LLP 0.03% Reduce -64.7% 6,805 $324K
Raymond James Financial Services Advisors, Inc. 0.00% Add +14.1% 6,624 $315K

"% of holder's portfolio" is FSTA's weight in each manager's 13F, not the share of Fidelity MSCI Cons Stap Indx the manager owns.

Show all 161 holders