Benchmark Financial Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Benchmark Financial Wealth 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 Q1	–	Sell	-43,433	Closed	-$1.77M	–	91
2023 Q4	$1.77M	Buy	+43,433	New	+$1.71M	0.76%	21

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benchmark Financial Wealth Advisors's FUTY Position: Q1 2024 in Review

Benchmark Financial Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 43,433 shares — an estimated $1.77M sold.

Benchmark Financial Wealth Advisors first reported a position in FUTY in Q4 2023 and held it in 1 quarter. The position peaked at $1.77M in Q4 2023. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Benchmark Financial Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 43,433 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $1.77M.
Benchmark Financial Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 1 quarter.
Benchmark Financial Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.77M in Q4 2023.
181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.