BerganKDV Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$12.6K	Hold	297	–	–	﹤0.01%	535
2023 Q1	$13K	Hold	297	–	–	﹤0.01%	567
2022 Q4	$13.5K	Sell	297 -8	-3%	-$352	﹤0.01%	541
2022 Q3	$13K	Buy	+305	New	+$14.4K	﹤0.01%	539

Other funds holding FUTY

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BerganKDV Wealth Management's FUTY Position: Q2 2023 in Review

BerganKDV Wealth Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2023 at 297 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

BerganKDV Wealth Management first reported a position in FUTY in Q3 2022 and has held it in 4 quarters since. The position peaked at $13.5K in Q4 2022. 176 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

BerganKDV Wealth Management held 297 shares of Fidelity MSCI Utilities Index ETF worth $12.6K as of Q2 2023.
BerganKDV Wealth Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2023.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #535 holding.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and has held it in 4 quarters since.
BerganKDV Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $13.5K in Q4 2022.
176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.