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Aurora Private Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Aurora Private Wealth’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
Q4 		– Sell
-4,001
Closed -$207K – 162
2024
Q3 		$207K Buy
+4,001
New +$191K 0.16% 144
2024
Q2 		– Sell
-6,237
Closed -$263K – 149
2024
Q1 		$263K Buy
6,237
+49
+0.8% +$1.97K 0.23% 114
2023
Q4 		$253K Sell
6,188
-1,619
-21% -$63.6K 0.24% 117
2023
Q3 		$296K Sell
7,807
-2,567
-25% -$107K 0.33% 86
2023
Q2 		$439K Sell
10,374
-5,462
-34% -$238K 0.5% 56
2023
Q1 		$694K Sell
15,836
-1,645
-9% -$72.3K 0.74% 38
2022
Q4 		$797K Buy
17,481
+106
+0.6% +$4.66K 0.91% 30
2022
Q3 		$734K Buy
17,375
+121
+0.7% +$5.71K 0.34% 49
2022
Q2 		$779K Sell
17,254
-930
-5% -$43.3K 0.35% 52
2022
Q1 		$871K Buy
18,184
+86
+0.5% +$3.85K 0.36% 54
2021
Q4 		$838K Sell
18,098
-320
-2% -$14K 0.36% 53
2021
Q3 		$758K Buy
18,418
+43
+0.2% +$1.85K 0.31% 68
2021
Q2 		$754K Buy
18,375
+558
+3% +$23.6K 0.3% 74
2021
Q1 		$739K Buy
17,817
+2,216
+14% +$89.3K 0.31% 68
2020
Q4 		$633K Buy
15,601
+106
+0.7% +$4.31K 0.27% 84
2020
Q3 		$588K Buy
15,495
+2,926
+23% +$112K 0.25% 77
2020
Q2 		$458K Buy
12,569
+3,694
+42% +$138K 0.21% 88
2020
Q1 		$319K Buy
+8,875
New +$369K 0.11% 168

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Aurora Private Wealth's FUTY Position: Q4 2024 in Review

Aurora Private Wealth sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 4,001 shares — an estimated $207K sold.

Aurora Private Wealth first reported a position in FUTY in Q1 2020 and held it in 18 quarters. The position peaked at $871K in Q1 2022. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Aurora Private Wealth reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Aurora Private Wealth sold 4,001 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $207K.
  • Aurora Private Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 18 quarters.
  • Aurora Private Wealth's Fidelity MSCI Utilities Index ETF position peaked at $871K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Aurora Private Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.