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B.O.S.S. Retirement Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

B.O.S.S. Retirement 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
Q4 		– Sell
-15,734
Closed -$815K – 232
2024
Q3 		$815K Buy
15,734
+3,074
+24% +$147K 0.16% 132
2024
Q2 		$557K Buy
12,660
+4,315
+52% +$191K 0.14% 127
2024
Q1 		$341K Sell
8,345
-104
-1% -$4.18K 0.13% 110
2023
Q4 		$345K Buy
+8,449
New +$332K 0.07% 198

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

B.O.S.S. Retirement Advisors's FUTY Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 15,734 shares — an estimated $815K sold.

B.O.S.S. Retirement Advisors first reported a position in FUTY in Q4 2023 and held it in 4 quarters. The position peaked at $815K in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 15,734 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $815K.
  • B.O.S.S. Retirement Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 4 quarters.
  • B.O.S.S. Retirement Advisors's Fidelity MSCI Utilities Index ETF position peaked at $815K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.