CA
FUTY icon

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

Claris 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
Q4 		– Sell
-20
Closed -$1.04K – 478
2024
Q3 		$1.04K Buy
+20
New +$956 ﹤0.01% 428

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Claris Advisors's FUTY Position: Q4 2024 in Review

Claris Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 20 shares — an estimated $1.04K sold.

Claris Advisors first reported a position in FUTY in Q3 2024 and held it in 1 quarter. The position peaked at $1.04K in Q3 2024. 215 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Claris Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 20 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $1.04K.
  • Claris Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.04K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.