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

Cedar 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
2024 Q4	–	Sell	-39,546	Closed	-$2.05M	–	212
2024 Q3	$2.05M	Sell	39,546 -572	-1%	-$27.4K	0.64%	24
2024 Q2	$1.76M	Buy	40,118 +21,387	+114%	+$947K	0.57%	27
2024 Q1	$795K	Buy	18,731 +679	+4%	+$27.3K	0.26%	48
2023 Q4	$738K	Sell	18,052 -106	-0.6%	-$4.16K	0.27%	50
2023 Q3	$689K	Buy	18,158 +4,161	+30%	+$173K	0.27%	52
2023 Q2	$592K	Sell	13,997 -27	-0.2%	-$1.17K	0.23%	54
2023 Q1	$615K	Buy	14,024 +2,618	+23%	+$115K	0.25%	54
2022 Q4	$520K	Sell	11,406 -2,118	-16%	-$93.2K	0.26%	56
2022 Q3	$571K	Buy	13,524 +5,412	+67%	+$255K	0.28%	59
2022 Q2	$366K	Sell	8,112 -4,469	-36%	-$208K	0.17%	77
2022 Q1	$603K	Sell	12,581 -5,627	-31%	-$252K	0.24%	64
2021 Q4	$843K	Sell	18,208 -514	-3%	-$22.4K	0.34%	58
2021 Q3	$771K	Buy	18,722 +553	+3%	+$23.8K	0.34%	57
2021 Q2	$745K	Buy	18,169 +12	+0.1%	+$508	0.34%	59
2021 Q1	$753K	Buy	18,157 +1,060	+6%	+$42.7K	0.37%	51
2020 Q4	$694K	Buy	17,097 +1,868	+12%	+$76K	0.37%	46
2020 Q3	$578K	Sell	15,229 -476	-3%	-$18.2K	0.36%	42
2020 Q2	$573K	Buy	+15,705	New	+$585K	0.39%	41

Other funds holding FUTY

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Cedar Wealth Management's FUTY Position: Q4 2024 in Review

Cedar Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 39,546 shares — an estimated $2.05M sold.

Cedar Wealth Management first reported a position in FUTY in Q2 2020 and held it in 18 quarters. The position peaked at $2.05M in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

Cedar Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 39,546 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $2.05M.
Cedar Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 18 quarters.
Cedar Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.05M in Q3 2024.
213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.