FSTA Institutional Ownership
Fidelity MSCI Consumer Staples Index ETF
1W: -1.7%
1M: -5.3%
3M: -4.3%
YTD: +3.6%
1Y: +3.0%
3Y: +26.2%
5Y: +31.5%
$50.90
+0.18 (+0.35%)
Weekly Expected Move ±1.6%
$49
$50
$51
$52
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FSTA
243
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
731M
Total Invested
37
New Positions
74
Increased
88
Reduced
24
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (266 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 2,824,061 | $144M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,824,061 | $144M | +177,758 | +6.7% | 15Q | SEC ↗ |
| 3 | Lido Advisors, LLC | 1,321,529 | $67M | -37,238 | -2.7% | 39Q | SEC ↗ |
| 4 | AGF MANAGEMENT LTD | 514,033 | $26M | +8,706 | +1.7% | 14Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 474,781 | $24M | +108,161 | +29.5% | 26Q | SEC ↗ |
| 6 | LPL Financial LLC | 466,281 | $24M | -44,006 | -8.6% | 37Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 407,070 | $21M | -1,547 | -0.4% | 35Q | SEC ↗ |
| 8 | Compass Financial Group, INC/SD | 354,202 | $18M | +28,253 | +8.7% | 14Q | SEC ↗ |
| 9 | MORGAN STANLEY | 224,727 | $11M | +7,729 | +3.6% | 50Q | SEC ↗ |
| 10 | Marotta Asset Management | 220,729 | $11M | +25,622 | +13.1% | 13Q | SEC ↗ |
| 11 | Certified Advisory Corp | 219,172 | $11M | +3,392 | +1.6% | 7Q | SEC ↗ |
| 12 | Larson Financial Group LLC | 207,592 | $11M | +10,589 | +5.4% | 13Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 164,069 | $8M | +42,066 | +34.5% | 15Q | SEC ↗ |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 150,010 | $8M | +150,000 | +1500000.0% | 2Q | SEC ↗ |
| 15 | Fischer Financial Services, Inc. | 147,158 | $7M | +3,456 | +2.4% | 7Q | SEC ↗ |
| 16 | Financial Perspectives, Inc | 139,634 | $7M | +3,956 | +2.9% | 27Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 105,769 | $5M | -3,124 | -2.9% | 24Q | SEC ↗ |
| 18 | CacheTech Inc. | 100,967 | $5M | +3,293 | +3.4% | 6Q | SEC ↗ |
| 19 | Bellwether Advisors, LLC | 98,689 | $5M | -12,104 | -10.9% | 2Q | SEC ↗ |
| 20 | ATLAS CAPITAL ADVISORS INC. | 96,336 | $5M | +8,862 | +10.1% | 3Q | SEC ↗ |
| 21 | Adams Wealth Management | 95,871 | $5M | +2,043 | +2.2% | 6Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 95,576 | $5M | +2,817 | +3.0% | 31Q | SEC ↗ |
| 23 | NorthCoast Asset Management LLC | 87,632 | $4M | +51,043 | +139.5% | 9Q | SEC ↗ |
| 24 | UBS Group AG | 86,933 | $4M | +4,802 | +5.8% | 47Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 84,762 | $4M | +3,979 | +4.9% | 19Q | SEC ↗ |
| 26 | FMR LLC | 81,631 | $4M | +5,224 | +6.8% | 32Q | SEC ↗ |
| 27 | Arkadios Wealth Advisors | 78,147 | $4M | +7,336 | +10.4% | 27Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 75,637 | $4M | -5,585 | -6.9% | 44Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 74,870 | $4M | -7,402 | -9.0% | 4Q | SEC ↗ |
| 30 | J.W. COLE ADVISORS, INC. NEW | 71,637 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Lifeworks Advisors, LLC | 69,794 | $4M | +2,317 | +3.4% | 17Q | SEC ↗ |
| 32 | SOUTHERN CAPITAL ADVISORS, LLC | 65,003 | $3M | +1,400 | +2.2% | 12Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 64,507 | $3M | -3,200 | -4.7% | 15Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 64,341 | $3M | -76,662 | -54.4% | 45Q | SEC ↗ |
| 35 | Advisory Services Network, LLC | 58,932 | $3M | -6,142 | -9.4% | 4Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 56,906 | $3M | -3,963 | -6.5% | 15Q | SEC ↗ |
| 37 | Roxbury Financial LLC | 56,809 | $3M | +15 | +0.0% | 7Q | SEC ↗ |
| 38 | Yoder Wealth Management, Inc. | 47,769 | $2M | +611 | +1.3% | 14Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 46,633 | $2M | -2,876 | -5.8% | 7Q | SEC ↗ |
| 40 | CITIGROUP INC | 46,372 | $2M | -19,272 | -29.4% | 12Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,460 | $2M | -810 | -1.8% | 8Q | SEC ↗ |
| 42 | HERBST GROUP, LLC | 38,555 | $2M | +552 | +1.5% | 2Q | SEC ↗ |
| 43 | Arax Advisory Partners | 35,774 | $2M | +4,139 | +13.1% | 3Q | SEC ↗ |
| 44 | LYNCH & ASSOCIATES/IN | 35,666 | $2M | +5,895 | +19.8% | 46Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 35,079 | $2M | +4,903 | +16.2% | 42Q | SEC ↗ |
| 46 | Beaumont Financial Advisors, LLC | 35,042 | $2M | -1,651 | -4.5% | 15Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 31,884 | $2M | +897 | +2.9% | 14Q | SEC ↗ |
| 48 | Sigma Planning Corp | 31,832 | $2M | -7,097 | -18.2% | 47Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 31,817 | $2M | +887 | +2.9% | 16Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 31,244 | $2M | -25,320 | -44.8% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,824,061 | $144M |
| J.W. COLE ADVISORS, INC. | 71,637 | $4M |
| MISSION WEALTH MANAGEMENT, LP | 27,264 | $1M |
| Gotham Asset Management, LLC | 26,750 | $1M |
| Maxele Advisors, LLC | 13,860 | $705K |
| Financial Partners Group, Inc | 11,502 | $585K |
| Tower Research Capital LLC (TRC) | 7,981 | $406K |
| First Heartland Consultants, Inc. | 7,174 | $365K |
| Savant Capital, LLC | 6,026 | $307K |
| XTX Topco Ltd | 5,832 | $297K |
| Redwood Financial Network Corp | 4,730 | $241K |
| Bright Futures Wealth Management, L | 4,531 | $231K |
| Signal Advisors Wealth, LLC | 4,235 | $216K |
| D. E. Shaw & Co., Inc. | 4,220 | $215K |
| Global Retirement Partners, LLC | 3,055 | $155K |
| Purpose Unlimited Inc. | 2,602 | $132K |
| EP Wealth Advisors, LLC | 2,001 | $102K |
| Allied Private Wealth LLC | 1,126 | $57K |
| FIDUCIARY FINANCIAL ADVISORS | 893 | $45K |
| RMG Wealth Management LLC | 890 | $45K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 98,759 | $5M |
| TWO SIGMA INVESTMENTS, LP | 24,400 | $1M |
| WBI INVESTMENTS, LLC | 22,716 | $1M |
| HRT FINANCIAL LP | 12,928 | $658K |
| GSA CAPITAL PARTNERS LLP | 11,125 | $566K |
| Envestnet Portfolio Solutions, Inc. | 9,481 | $483K |
| JANE STREET GROUP, LLC | 9,005 | $458K |
| American Trust | 8,768 | $446K |
| Elevation Wealth Management LLC | 8,047 | $410K |
| Bank of New York Mellon Corp | 7,425 | $378K |
| Rothschild Wealth LLC | 7,409 | $377K |
| Arete Wealth Advisors, LLC | 6,778 | $345K |
| Orion Porfolio Solutions, LLC | 5,916 | $301K |
| SageView Advisory Group, LLC | 5,328 | $271K |
| Retirement Planning Group, LLC | 5,323 | $271K |
| Patriot Financial Group Insurance A | 5,144 | $262K |
| SWMG, LLC | 3,998 | $203K |
| BROWN BROTHERS HARRIMAN & CO | 3,445 | $175K |
| MAI Capital Management | 3,035 | $154K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,283 | $116K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +177,758 | +6.7% | 2,824,061 |
| BNP PARIBAS FINANCIAL MARKETS | +150,000 | +1500000.0% | 150,010 |
| OSAIC HOLDINGS, INC. | +108,161 | +29.5% | 474,781 |
| NorthCoast Asset Management LLC | +51,043 | +139.5% | 87,632 |
| GOLDMAN SACHS GROUP INC | +42,066 | +34.5% | 164,069 |
| Compass Financial Group, INC/SD | +28,253 | +8.7% | 354,202 |
| Marotta Asset Management | +25,622 | +13.1% | 220,729 |
| Larson Financial Group LLC | +10,589 | +5.4% | 207,592 |
| ROYAL BANK OF CANADA | +10,221 | +50.6% | 30,435 |
| ATLAS CAPITAL ADVISORS INC. | +8,862 | +10.1% | 96,336 |
| AGF MANAGEMENT LTD | +8,706 | +1.7% | 514,033 |
| MORGAN STANLEY | +7,729 | +3.6% | 224,727 |
| Concurrent Investment Advisors, LLC | +7,537 | +100.3% | 15,050 |
| Arkadios Wealth Advisors | +7,336 | +10.4% | 78,147 |
| JONES FINANCIAL COMPANIES LLLP | +6,402 | +31.0% | 27,072 |
| LYNCH & ASSOCIATES/IN | +5,895 | +19.8% | 35,666 |
| FMR LLC | +5,224 | +6.8% | 81,631 |
| Steward Partners Investment Advisor | +5,165 | +25.0% | 25,802 |
| WELLS FARGO & COMPANY/MN | +4,903 | +16.2% | 35,079 |
| UBS Group AG | +4,802 | +5.8% | 86,933 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | -130,966 | -98.4% | 2,148 |
| AE Wealth Management LLC | -122,686 | -96.6% | 4,331 |
| ENVESTNET ASSET MANAGEMENT INC | -76,662 | -54.4% | 64,341 |
| LPL Financial LLC | -44,006 | -8.6% | 466,281 |
| Lido Advisors, LLC | -37,238 | -2.7% | 1,321,529 |
| JPMORGAN CHASE & CO | -25,320 | -44.8% | 31,244 |
| CITIGROUP INC | -19,272 | -29.4% | 46,372 |
| Independent Advisor Alliance | -13,194 | -63.9% | 7,440 |
| PRINCIPAL SECURITIES, INC. | -12,668 | -39.0% | 19,801 |
| Bellwether Advisors, LLC | -12,104 | -10.9% | 98,689 |
| MERCER GLOBAL ADVISORS INC /ADV | -7,402 | -9.0% | 74,870 |
| Sigma Planning Corp | -7,097 | -18.2% | 31,832 |
| Advisory Services Network, LLC | -6,142 | -9.4% | 58,932 |
| Sage Investment Advisers LLC | -5,829 | -47.1% | 6,556 |
| Cambridge Investment Research Advis | -5,585 | -6.9% | 75,637 |
| Walker Financial Services, Inc. | -4,607 | -25.7% | 13,343 |
| HARBOUR INVESTMENTS, INC. | -4,448 | -69.8% | 1,926 |
| Cetera Investment Advisers | -3,963 | -6.5% | 56,906 |
| BANK OF AMERICA CORP /DE | -3,200 | -4.7% | 64,507 |
| Kestra Advisory Services, LLC | -3,124 | -2.9% | 105,769 |