Bay Colony Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bay Colony 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	-4,700	Closed	-$244K	–	463
2024 Q3	$244K	Buy	4,700 +142	+3%	+$6.79K	0.04%	362
2024 Q2	$200K	Buy	+4,558	New	+$202K	0.03%	394
2020 Q3	–	Sell	-9,084	Closed	-$331K	–	253
2020 Q2	$331K	Buy	9,084 +205	+2%	+$7.64K	0.24%	123
2020 Q1	$319K	Sell	8,879 -200	-2%	-$8.32K	0.29%	109
2019 Q4	$400K	Buy	9,079 +2,515	+38%	+$105K	0.26%	133
2019 Q3	$279K	Buy	+6,564	New	+$266K	0.19%	186
2018 Q3	–	Sell	-1,250	Closed	-$43K	–	445
2018 Q2	$43K	Buy	+1,250	New	+$41.4K	0.03%	388

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

Bay Colony Advisors's FUTY Position: Q4 2024 in Review

Bay Colony Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 4,700 shares — an estimated $244K sold.

Bay Colony Advisors first reported a position in FUTY in Q2 2018 and held it in 7 quarters. The position peaked at $400K in Q4 2019. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

Bay Colony Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
Bay Colony Advisors sold 4,700 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $244K.
Bay Colony Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2018 and held it in 7 quarters.
Bay Colony Advisors's Fidelity MSCI Utilities Index ETF position peaked at $400K in Q4 2019.
213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Bay Colony Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.