Benjamin F. Edwards & Company’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$4K	Hold	90	–	–	﹤0.01%	1930
2024 Q1	$4K	Hold	90	–	–	﹤0.01%	1907
2023 Q4	$4K	Buy	+90	New	+$3.53K	﹤0.01%	1897
2021 Q2	–	Sell	-215	Closed	-$9K	–	1710
2021 Q1	$9K	Hold	215	–	–	﹤0.01%	1384
2020 Q4	$9K	Buy	215 +9	+4%	+$366	﹤0.01%	1300
2020 Q3	$8K	Hold	206	–	–	﹤0.01%	1324
2020 Q2	$8K	Sell	206 -532	-72%	-$19.8K	﹤0.01%	1326
2020 Q1	$27K	Sell	738 -112	-13%	-$4.66K	﹤0.01%	988
2019 Q4	$36K	Buy	850 +91	+12%	+$3.79K	﹤0.01%	1048
2019 Q3	$32K	Hold	759	–	–	﹤0.01%	1050
2019 Q2	$30K	Hold	759	–	–	﹤0.01%	1047
2019 Q1	$29K	Buy	+759	New	+$27.8K	﹤0.01%	1022

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Benjamin F. Edwards & Company's FUTY Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2024 at 90 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Benjamin F. Edwards & Company first reported a position in FUTY in Q1 2019 and has held it in 12 quarters since. The position peaked at $36K in Q4 2019. 175 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

Benjamin F. Edwards & Company held 90 shares of Fidelity MSCI Utilities Index ETF worth $4K as of Q2 2024.
Benjamin F. Edwards & Company left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2024.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1930 holding.
Benjamin F. Edwards & Company first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and has held it in 12 quarters since.
Benjamin F. Edwards & Company's Fidelity MSCI Utilities Index ETF position peaked at $36K in Q4 2019.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.