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

Eudaimonia 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
2024 Q1	$521K	Buy	12,287 +3,308	+37%	+$133K	0.28%	99
2023 Q4	$367K	Sell	8,979 -989	-10%	-$38.8K	0.24%	111
2023 Q3	$378K	Sell	9,968 -11,886	-54%	-$494K	0.27%	105
2023 Q2	$924K	Sell	21,854 -1,495	-6%	-$65K	0.62%	44
2023 Q1	$1.02M	Sell	23,349 -20,612	-47%	-$906K	0.69%	41
2022 Q4	$2M	Buy	43,961 +419	+1%	+$18.4K	1.35%	15
2022 Q3	$1.84M	Buy	43,542 +1,567	+4%	+$74K	1.27%	19
2022 Q2	$1.89M	Buy	41,975 +24,329	+138%	+$1.13M	1.3%	19
2022 Q1	$846K	Buy	17,646 +5,898	+50%	+$264K	0.49%	55
2021 Q4	$544K	Buy	+11,748	New	+$513K	0.32%	89

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

Eudaimonia Advisors's FUTY Position: Q1 2024 in Review

Eudaimonia Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 37% in Q1 2024, buying an estimated $133K and bringing the position to 12,287 shares worth $521K. The position accounts for 0.28% of the portfolio, ranked #99.

Eudaimonia Advisors first reported a position in FUTY in Q4 2021 and has held it in 10 quarters since. The position peaked at $2M in Q4 2022. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Eudaimonia Advisors held 12,287 shares of Fidelity MSCI Utilities Index ETF worth $521K as of Q1 2024.
Eudaimonia Advisors bought 3,308 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $133K.
Fidelity MSCI Utilities Index ETF made up 0.28% of Eudaimonia Advisors's portfolio in Q1 2024, its #99 holding.
Eudaimonia Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2M in Q4 2022.
180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.