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Cetera Advisor Networks’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cetera Advisor Networks’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
Q1 		$697K Sell
16,424
-6,999
-30% -$282K ﹤0.01% 1705
2023
Q4 		$957K Buy
23,423
+12,723
+119% +$500K 0.01% 1406
2023
Q3 		$406K Buy
10,700
+41
+0.4% +$1.7K ﹤0.01% 1931
2023
Q2 		$451K Sell
10,659
-4,450
-29% -$193K ﹤0.01% 1785
2023
Q1 		$662K Sell
15,109
-7,042
-32% -$310K ﹤0.01% 1503
2022
Q4 		$1.01M Buy
22,151
+7,749
+54% +$341K 0.01% 1186
2022
Q3 		$608K Buy
14,402
+1,084
+8% +$51.2K 0.01% 1159
2022
Q2 		$601K Buy
13,318
+1,284
+11% +$59.8K 0.01% 1153
2022
Q1 		$577K Buy
12,034
+182
+2% +$8.15K 0.01% 1215
2021
Q4 		$549K Sell
11,852
-4,198
-26% -$183K 0.01% 1227
2021
Q3 		$661K Buy
16,050
+708
+5% +$30.5K 0.01% 1049
2021
Q2 		$629K Buy
15,342
+5,111
+50% +$217K 0.01% 1059
2021
Q1 		$424K Sell
10,231
-883
-8% -$35.6K 0.01% 959
2020
Q4 		$451K Buy
11,114
+1,074
+11% +$43.7K 0.01% 834
2020
Q3 		$381K Sell
10,040
-281
-3% -$10.7K 0.01% 817
2020
Q2 		$376K Sell
10,321
-487
-5% -$18.1K 0.01% 802
2020
Q1 		$388K Buy
10,808
+1,123
+12% +$46.7K 0.01% 702
2019
Q4 		$409K Sell
9,685
-870
-8% -$36.2K 0.01% 819
2019
Q3 		$446K Buy
10,555
+1,624
+18% +$65.8K 0.01% 743
2019
Q2 		$351K Buy
+8,931
New +$345K 0.01% 838

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisor Networks's FUTY Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 30% in Q1 2024, selling an estimated $282K and leaving 16,424 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Cetera Advisor Networks first reported a position in FUTY in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.01M in Q4 2022. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • Cetera Advisor Networks held 16,424 shares of Fidelity MSCI Utilities Index ETF worth $697K as of Q1 2024.
  • Cetera Advisor Networks sold 6,999 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $282K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1705 holding.
  • Cetera Advisor Networks first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisor Networks's Fidelity MSCI Utilities Index ETF position peaked at $1.01M in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.