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AGF Investments LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

AGF Investments LLC’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
-8
Closed – – 339
2022
Q2 		$0 Hold
8
– – ﹤0.01% 416
2022
Q1 		$0 Hold
8
– – ﹤0.01% 467
2021
Q4 		$0 Hold
8
– – ﹤0.01% 459
2021
Q3 		$0 Hold
8
– – ﹤0.01% 443
2021
Q2 		$0 Hold
8
– – ﹤0.01% 463
2021
Q1 		$0 Hold
8
– – ﹤0.01% 463
2020
Q4 		$0 Hold
8
– – ﹤0.01% 546
2020
Q3 		$0 Hold
8
– – ﹤0.01% 578
2020
Q2 		$0 Buy
8
+5
+167% +$186 ﹤0.01% 627
2020
Q1 		$0 Sell
3
-4
-57% -$166 ﹤0.01% 615
2019
Q4 		$0 Hold
7
– – ﹤0.01% 638
2019
Q3 		$0 Hold
7
– – ﹤0.01% 664
2019
Q2 		$0 Hold
7
– – ﹤0.01% 666
2019
Q1 		$0 Sell
7
-61
-90% -$2.24K ﹤0.01% 666
2018
Q4 		$2K Hold
68
– – ﹤0.01% 664
2018
Q3 		$2K Sell
68
-52
-43% -$1.82K ﹤0.01% 812
2018
Q2 		$4 Buy
120
+81
+208% +$2.68K ﹤0.01% 804
2018
Q1 		$1K Buy
+39
New +$1.27K ﹤0.01% 634

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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 $424B AUM 22.94% 1-Year Est. Return

AGF Investments LLC's FUTY Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 8 shares.

AGF Investments LLC first reported a position in FUTY in Q1 2018 and held it in 18 quarters. The position peaked at $2K in Q4 2018. 173 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • AGF Investments LLC reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 8 Fidelity MSCI Utilities Index ETF shares in Q3 2022.
  • AGF Investments LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2018 and held it in 18 quarters.
  • AGF Investments LLC's Fidelity MSCI Utilities Index ETF position peaked at $2K in Q4 2018.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.