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

Column Capital 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
2023 Q3	–	Sell	-134	Closed	-$5.67K	–	811
2023 Q2	$5.67K	Hold	134	–	–	﹤0.01%	604
2023 Q1	$5.87K	Hold	134	–	–	﹤0.01%	622
2022 Q4	$6.11K	Hold	134	–	–	﹤0.01%	592
2022 Q3	$6K	Hold	134	–	–	﹤0.01%	531
2022 Q2	$6K	Hold	134	–	–	﹤0.01%	541
2022 Q1	$6K	Buy	+134	New	+$6K	﹤0.01%	550

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Column Capital Advisors's FUTY Position: Q3 2023 in Review

Column Capital Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 134 shares — an estimated $5.67K sold.

Column Capital Advisors first reported a position in FUTY in Q1 2022 and held it in 6 quarters. The position peaked at $6.11K in Q4 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Column Capital Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
Column Capital Advisors sold 134 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $5.67K.
Column Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 6 quarters.
Column Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $6.11K in Q4 2022.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.