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Eley Financial Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Eley Financial Management’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
Q1 		– Sell
-5,127
Closed -$234K – 71
2022
Q4 		$234K Buy
+5,127
New +$226K 0.13% 68

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Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Eley Financial Management's FUTY Position: Q1 2023 in Review

Eley Financial Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 5,127 shares — an estimated $234K sold.

Eley Financial Management first reported a position in FUTY in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 167 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • Eley Financial Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • Eley Financial Management sold 5,127 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $234K.
  • Eley Financial Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 1 quarter.
  • Eley Financial Management's Fidelity MSCI Utilities Index ETF position peaked at $234K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Eley Financial Management's 13F filing for Q1 2023, filed 11 May 2023.