Ancora Advisors
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Ancora Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Ancora Advisors’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
2024
Q3 		– Sell
-35
Closed -$1.54K – 1820
2024
Q2 		$1.54K Hold
35
– – ﹤0.01% 1609
2024
Q1 		$1.49K Sell
35
-142
-80% -$5.71K ﹤0.01% 1588
2023
Q4 		$7.23K Buy
+177
New +$6.95K ﹤0.01% 1347

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Advisors's FUTY Position: Q3 2024 in Review

Ancora Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 35 shares — an estimated $1.54K sold.

Ancora Advisors first reported a position in FUTY in Q4 2023 and held it in 3 quarters. The position peaked at $7.23K in Q4 2023. 198 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Ancora Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 35 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $1.54K.
  • Ancora Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 3 quarters.
  • Ancora Advisors's Fidelity MSCI Utilities Index ETF position peaked at $7.23K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.