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Beacon Pointe Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-11,164
Closed -$535K – 1117
2022
Q1 		$535K Buy
+11,164
New +$500K 0.01% 791

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FFA
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Lido Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Beacon Pointe Advisors's FUTY Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 11,164 shares — an estimated $535K sold.

Beacon Pointe Advisors first reported a position in FUTY in Q1 2022 and held it in 1 quarter. The position peaked at $535K in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 11,164 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $535K.
  • Beacon Pointe Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Fidelity MSCI Utilities Index ETF position peaked at $535K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.