Bedel Financial Consulting’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bedel Financial Consulting’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	-200	Closed	-$10K	–	441
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	668
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	697
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	702
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	706
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	670
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	587
2020 Q3	$8K	Buy	+200	New	+$7.63K	﹤0.01%	538

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Bedel Financial Consulting's FUTY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 200 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in FUTY in Q3 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 200 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $10K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 7 quarters.
Bedel Financial Consulting's Fidelity MSCI Utilities Index ETF position peaked at $10K in Q1 2022.
173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.