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

Atlas Financial 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 Q1	–	Sell	-13,117	Closed	-$536K	–	36
2023 Q4	$536K	Sell	13,117 -12,635	-49%	-$496K	0.88%	12
2023 Q3	$977K	Buy	25,752 +12,145	+89%	+$504K	0.76%	11
2023 Q2	$575K	Sell	13,607 -41,620	-75%	-$1.81M	0.81%	11
2023 Q1	$2.42M	Buy	55,227 +9,185	+20%	+$404K	3.27%	7
2022 Q4	$2.1M	Buy	46,042 +18,743	+69%	+$825K	2.89%	8
2022 Q3	$1.15M	Buy	+27,299	New	+$1.29M	1.89%	7

Other funds holding FUTY

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Atlas Financial Advisors's FUTY Position: Q1 2024 in Review

Atlas Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 13,117 shares — an estimated $536K sold.

Atlas Financial Advisors first reported a position in FUTY in Q3 2022 and held it in 6 quarters. The position peaked at $2.42M in Q1 2023. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Atlas Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
Atlas Financial Advisors sold 13,117 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $536K.
Atlas Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and held it in 6 quarters.
Atlas Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.42M in Q1 2023.
181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Atlas Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.