Acute Investment Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Acute Investment Advisory’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 Q4	–	Sell	-6,301	Closed	-$266K	–	20
2022 Q3	$266K	Sell	6,301 -8,194	-57%	-$387K	0.19%	26
2022 Q2	$654K	Sell	14,495 -7,715	-35%	-$359K	0.51%	24
2022 Q1	$1.06M	Buy	22,210 +16,724	+305%	+$749K	0.79%	26
2021 Q4	$254K	Buy	+5,486	New	+$240K	0.19%	49

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Acute Investment Advisory's FUTY Position: Q4 2022 in Review

Acute Investment Advisory sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 6,301 shares — an estimated $266K sold.

Acute Investment Advisory first reported a position in FUTY in Q4 2021 and held it in 4 quarters. The position peaked at $1.06M in Q1 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Acute Investment Advisory reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
Acute Investment Advisory sold 6,301 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $266K.
Acute Investment Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 4 quarters.
Acute Investment Advisory's Fidelity MSCI Utilities Index ETF position peaked at $1.06M in Q1 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Acute Investment Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.