AE Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Buy |
873,184
+1,926
| +0.2% | +$101K | 0.34% | 75 |
|
|
2025
Q1 | $44.4M | Buy |
871,258
+111,512
| +15% | +$5.68M | 0.37% | 65 |
|
|
2024
Q4 | $37.1M | Buy |
759,746
+129,149
| +20% | +$6.3M | 0.31% | 80 |
|
|
2024
Q3 | $32.7M | Buy |
630,597
+83,030
| +15% | +$4.3M | 0.3% | 85 |
|
|
2024
Q2 | $24.1M | Buy |
547,567
+13,515
| +3% | +$594K | 0.24% | 93 |
|
|
2024
Q1 | $22.7M | Buy |
534,052
+85,041
| +19% | +$3.61M | 0.26% | 97 |
|
|
2023
Q4 | $17.7M | Buy |
449,011
+184,802
| +70% | +$7.28M | 0.09% | 261 |
|
|
2023
Q3 | $10M | Buy |
264,209
+95,986
| +57% | +$3.64M | 0.06% | 377 |
|
|
2023
Q2 | $7.11M | Buy |
168,223
+50,930
| +43% | +$2.15M | 0.04% | 450 |
|
|
2023
Q1 | $5.14M | Buy |
117,293
+25,537
| +28% | +$1.12M | 0.03% | 502 |
|
|
2022
Q4 | $4.18M | Buy |
91,756
+7,729
| +9% | +$352K | 0.03% | 522 |
|
|
2022
Q3 | $3.55M | Buy |
+84,027
| New | +$3.55M | 0.03% | 515 |
|
|
2021
Q1 | – | Sell |
-25,719
| Closed | -$1.04M | – | 1493 |
|
|
2020
Q4 | $1.04M | Sell |
25,719
-1,622
| -6% | -$65.8K | 0.01% | 698 |
|
|
2020
Q3 | $1.04M | Buy |
27,341
+996
| +4% | +$37.8K | 0.01% | 621 |
|
|
2020
Q2 | $961K | Sell |
26,345
-5,719
| -18% | -$209K | 0.01% | 637 |
|
|
2020
Q1 | $1.15M | Sell |
32,064
-747
| -2% | -$26.8K | 0.03% | 443 |
|
|
2019
Q4 | $1.39M | Buy |
32,811
+4,613
| +16% | +$195K | 0.03% | 453 |
|
|
2019
Q3 | $1.2M | Buy |
28,198
+1,287
| +5% | +$54.7K | 0.03% | 406 |
|
|
2019
Q2 | $1.06M | Buy |
+26,911
| New | +$1.06M | 0.03% | 398 |
|