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Bogart Wealth LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-7
Closed -$324 – 1147
2022
Q4 		$324 Buy
7
+1
+17% +$44 ﹤0.01% 942
2022
Q3 		$0 Buy
6
+2
+50% +$94 ﹤0.01% 1042
2022
Q2 		$0 Buy
+4
New +$186 ﹤0.01% 916

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Bogart Wealth LLC's FUTY Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 7 shares — an estimated $324 sold.

Bogart Wealth LLC first reported a position in FUTY in Q2 2022 and held it in 3 quarters. The position peaked at $324 in Q4 2022. 167 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • Bogart Wealth LLC reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 7 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $324.
  • Bogart Wealth LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 3 quarters.
  • Bogart Wealth LLC's Fidelity MSCI Utilities Index ETF position peaked at $324 in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.