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Calton & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Calton & Associates’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
Q4 		– Sell
-5,370
Closed -$204K – 254
2023
Q3 		$204K Buy
+5,370
New +$223K 0.3% 87
2018
Q1 		– Sell
-2,558
Closed -$84K – 679
2017
Q4 		$84K Buy
+2,558
New +$91.4K 0.02% 522

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Calton & Associates's FUTY Position: Q4 2023 in Review

Calton & Associates sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 5,370 shares — an estimated $204K sold.

Calton & Associates first reported a position in FUTY in Q4 2017 and held it in 2 quarters. The position peaked at $204K in Q3 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

  • Calton & Associates reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
  • Calton & Associates sold 5,370 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $204K.
  • Calton & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Fidelity MSCI Utilities Index ETF position peaked at $204K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Calton & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.