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Central Valley Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Central Valley Advisors’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
Q3 		– Sell
-8
Closed -$579K – 142
2024
Q2 		$579K Buy
+8
New +$354 0.25% 63

Other funds holding FUTY

Bank of America
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Central Valley Advisors's FUTY Position: Q3 2024 in Review

Central Valley Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 8 shares — an estimated $579K sold.

Central Valley Advisors first reported a position in FUTY in Q2 2024 and held it in 1 quarter. The position peaked at $579K in Q2 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Central Valley Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Central Valley Advisors sold 8 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $579K.
  • Central Valley Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and held it in 1 quarter.
  • Central Valley Advisors's Fidelity MSCI Utilities Index ETF position peaked at $579K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.