Banco BTG Pactual’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Banco BTG Pactual’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	-30,496	Closed	-$1.58M	–	200
2024 Q3	$1.58M	Buy	+30,496	New	+$1.46M	0.41%	50

Other funds holding FUTY

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

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

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 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 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

Banco BTG Pactual's FUTY Position: Q4 2024 in Review

Banco BTG Pactual sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 30,496 shares — an estimated $1.58M sold.

Banco BTG Pactual first reported a position in FUTY in Q3 2024 and held it in 1 quarter. The position peaked at $1.58M in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

Banco BTG Pactual reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
Banco BTG Pactual sold 30,496 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $1.58M.
Banco BTG Pactual first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 1 quarter.
Banco BTG Pactual's Fidelity MSCI Utilities Index ETF position peaked at $1.58M in Q3 2024.
213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Banco BTG Pactual's 13F filing for Q4 2024, filed 12 Feb 2025.