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

Aspire Wealth Management’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
-3,538
Closed -$160K – 176
2022
Q2 		$160K Hold
3,538
– – 0.15% 88
2022
Q1 		$170K Hold
3,538
– – 0.13% 90
2021
Q4 		$164K Buy
+3,538
New +$154K 0.13% 93

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NA
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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

Aspire Wealth Management's FUTY Position: Q3 2022 in Review

Aspire Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 3,538 shares — an estimated $160K sold.

Aspire Wealth Management first reported a position in FUTY in Q4 2021 and held it in 3 quarters. The position peaked at $170K in Q1 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • Aspire Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 3,538 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $160K.
  • Aspire Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 3 quarters.
  • Aspire Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $170K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.