Connectus Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Connectus Wealth’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	$3.1M	Buy	+72,862	New	+$2.93M	0.08%	148
2023 Q4	–	Sell	-87,063	Closed	-$3.31M	–	516
2023 Q3	$3.31M	Buy	87,063 +1,301	+2%	+$54K	0.07%	204
2023 Q2	$3.63M	Buy	85,762 +2,348	+3%	+$102K	0.08%	165
2023 Q1	$3.66M	Buy	+83,414	New	+$3.67M	0.09%	165
2022 Q4	–	Sell	-8,288	Closed	-$351K	–	461
2022 Q3	$351K	Buy	+8,288	New	+$391K	0.01%	438

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

Connectus Wealth's FUTY Position: Q1 2024 in Review

Connectus Wealth opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024: 72,862 shares worth $3.1M. The stake represents 0.08% of the portfolio and ranks #148 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in FUTY as recently as Q3 2023.

Connectus Wealth first reported a position in FUTY in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.66M in Q1 2023. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Connectus Wealth held 72,862 shares of Fidelity MSCI Utilities Index ETF worth $3.1M as of Q1 2024.
Fidelity MSCI Utilities Index ETF was a new Connectus Wealth position in Q1 2024.
Fidelity MSCI Utilities Index ETF made up 0.08% of Connectus Wealth's portfolio in Q1 2024, its #148 holding.
Connectus Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and has held it in 5 quarters since.
Connectus Wealth's Fidelity MSCI Utilities Index ETF position peaked at $3.66M in Q1 2023.
180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.