Disciplined Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Disciplined Investments’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	-2,500	Closed	-$106K	–	646
2023 Q2	$106K	Hold	2,500	–	–	0.06%	143
2023 Q1	$110K	Hold	2,500	–	–	0.05%	160
2022 Q4	$114K	Hold	2,500	–	–	0.06%	135
2022 Q3	$106K	Hold	2,500	–	–	0.05%	154
2022 Q2	$113K	Hold	2,500	–	–	0.05%	156
2022 Q1	$120K	Hold	2,500	–	–	0.05%	155
2021 Q4	$116K	Hold	2,500	–	–	0.05%	144
2021 Q3	$103K	Hold	2,500	–	–	0.05%	147
2021 Q2	$103K	Buy	+2,500	New	+$106K	0.05%	144
2020 Q4	–	Sell	-52	Closed	-$2K	–	344
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	343
2020 Q2	$2K	Buy	+52	New	+$1.94K	﹤0.01%	352

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 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 $69.7B AUM 40.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

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

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

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

Disciplined Investments's FUTY Position: Q3 2023 in Review

Disciplined Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 2,500 shares — an estimated $106K sold.

Disciplined Investments first reported a position in FUTY in Q2 2020 and held it in 11 quarters. The position peaked at $120K in Q1 2022. 171 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Disciplined Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2,500 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $106K.
Disciplined Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 11 quarters.
Disciplined Investments's Fidelity MSCI Utilities Index ETF position peaked at $120K in Q1 2022.
171 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.