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ACG Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

ACG Wealth’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,481
Closed -$112K – 531
2022
Q2 		$112K Buy
+2,481
New +$116K 0.02% 313
2020
Q1 		– Sell
-5,238
Closed -$222K – 297
2019
Q4 		$222K Sell
5,238
-1,565
-23% -$65.1K 0.03% 300
2019
Q3 		$289K Sell
6,803
-1,060
-13% -$43K 0.04% 267
2019
Q2 		$309K Buy
+7,863
New +$304K 0.04% 268

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's FUTY Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 2,481 shares — an estimated $112K sold.

ACG Wealth first reported a position in FUTY in Q2 2019 and held it in 4 quarters. The position peaked at $309K in Q2 2019. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • ACG Wealth reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,481 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $112K.
  • ACG Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 4 quarters.
  • ACG Wealth's Fidelity MSCI Utilities Index ETF position peaked at $309K in Q2 2019.
  • 172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.