Bartlett & Co’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bartlett & Co’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
2023 Q4	$20K	Buy	+500	New	+$19.6K	﹤0.01%	883

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bartlett & Co's FUTY Position: Q4 2023 in Review

Bartlett & Co opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023: 500 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

Bartlett & Co held 500 shares of Fidelity MSCI Utilities Index ETF worth $20K as of Q4 2023.
Fidelity MSCI Utilities Index ETF was a new Bartlett & Co position in Q4 2023.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #883 holding.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.