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

Cetera 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 Q1	$209K	Buy	+4,926	New	+$198K	﹤0.01%	2194
2021 Q1	–	Sell	-19,544	Closed	-$793K	–	1225
2020 Q4	$793K	Buy	19,544 +195	+1%	+$7.93K	0.03%	484
2020 Q3	$734K	Sell	19,349 -337	-2%	-$12.9K	0.03%	444
2020 Q2	$718K	Sell	19,686 -7,176	-27%	-$267K	0.03%	438
2020 Q1	$965K	Sell	26,862 -3,366	-11%	-$140K	0.05%	324
2019 Q4	$1.28M	Buy	30,228 +10,940	+57%	+$455K	0.05%	320
2019 Q3	$821K	Buy	+19,288	New	+$782K	0.04%	410
2019 Q2	–	Sell	-1,334	Closed	-$51K	–	1045
2019 Q1	$51K	Buy	+1,334	New	+$48.9K	﹤0.01%	966
2016 Q1	–	Sell	-9,826	Closed	-$273K	–	735
2015 Q4	$273K	Buy	9,826 +2,474	+34%	+$68.7K	0.02%	568
2015 Q3	$202K	Buy	+7,352	New	+$202K	0.02%	598

Other funds holding FUTY

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's FUTY Position: Q1 2024 in Review

Cetera Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024: 4,926 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FUTY as recently as Q4 2020.

Cetera Advisors first reported a position in FUTY in Q3 2015 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2019. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Cetera Advisors held 4,926 shares of Fidelity MSCI Utilities Index ETF worth $209K as of Q1 2024.
Fidelity MSCI Utilities Index ETF was a new Cetera Advisors position in Q1 2024.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2194 holding.
Cetera Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2015 and has held it in 10 quarters since.
Cetera Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.28M in Q4 2019.
180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

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