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Canton Hathaway’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Canton Hathaway’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
-3,550
Closed -$162K – 237
2022
Q4 		$162K Hold
3,550
– – 0.06% 101
2022
Q3 		$150K Hold
3,550
– – 0.05% 109
2022
Q2 		$160K Hold
3,550
– – 0.06% 108
2022
Q1 		$170K Hold
3,550
– – 0.05% 115
2021
Q4 		$164K Hold
3,550
– – 0.04% 125
2021
Q3 		$146K Buy
3,550
+1,450
+69% +$62.5K 0.04% 125
2021
Q2 		$86K Buy
+2,100
New +$89K 0.03% 135
2021
Q1 		– Sell
-17,915
Closed -$727K – 336
2020
Q4 		$727K Buy
17,915
+848
+5% +$34.5K 0.25% 58
2020
Q3 		$648K Sell
17,067
-3,842
-18% -$147K 0.27% 48
2020
Q2 		$763K Buy
20,909
+160
+0.8% +$5.96K 0.5% 27
2020
Q1 		$745K Buy
20,749
+603
+3% +$25.1K 0.53% 20
2019
Q4 		$852K Buy
20,146
+1,416
+8% +$58.9K 0.44% 30
2019
Q3 		$796K Buy
18,730
+6,909
+58% +$280K 0.44% 31
2019
Q2 		$464K Buy
11,821
+3,160
+36% +$122K 0.26% 41
2019
Q1 		$331K Buy
8,661
+5,344
+161% +$196K 0.19% 54
2018
Q4 		$116K Buy
3,317
+402
+14% +$14.4K 0.08% 84
2018
Q3 		$102K Buy
+2,915
New +$102K 0.06% 73

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Canton Hathaway's FUTY Position: Q1 2023 in Review

Canton Hathaway sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 3,550 shares — an estimated $162K sold.

Canton Hathaway first reported a position in FUTY in Q3 2018 and held it in 17 quarters. The position peaked at $852K in Q4 2019. 168 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • Canton Hathaway reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • Canton Hathaway sold 3,550 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $162K.
  • Canton Hathaway first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2018 and held it in 17 quarters.
  • Canton Hathaway's Fidelity MSCI Utilities Index ETF position peaked at $852K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Canton Hathaway's 13F filing for Q1 2023, filed 11 Apr 2023.