EFS
Essex Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
+8,824
| New | +$464K | 0.03% | 425 |
|
|
2025
Q1 | – | Sell |
-5,263
| Closed | -$257K | – | 646 |
|
|
2024
Q4 | $257K | Sell |
5,263
-310
| -6% | -$15.1K | 0.02% | 529 |
|
|
2024
Q3 | $291K | Buy |
+5,573
| New | +$291K | 0.02% | 505 |
|
|
2023
Q1 | – | Sell |
-8,998
| Closed | -$410K | – | 495 |
|
|
2022
Q4 | $410K | Sell |
8,998
-10,692
| -54% | -$487K | 0.04% | 312 |
|
|
2022
Q3 | $831K | Buy |
19,690
+4,498
| +30% | +$190K | 0.1% | 187 |
|
|
2022
Q2 | $686K | Buy |
15,192
+8,526
| +128% | +$385K | 0.08% | 230 |
|
|
2022
Q1 | $319K | Buy |
+6,666
| New | +$319K | 0.03% | 360 |
|