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

Eudaimonia Partners’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	$300K	Buy	7,066 +594	+9%	+$23.9K	0.07%	197
2023 Q4	$264K	Sell	6,472 -1,101	-15%	-$43.2K	0.07%	201
2023 Q3	$287K	Sell	7,573 -10,577	-58%	-$439K	0.07%	239
2023 Q2	$767K	Buy	18,150 +64	+0.4%	+$2.78K	0.17%	138
2023 Q1	$793K	Sell	18,086 -25,698	-59%	-$1.13M	0.19%	121
2022 Q4	$2M	Buy	43,784 +334	+0.8%	+$14.7K	0.49%	49
2022 Q3	$1.83M	Buy	43,450 +5,084	+13%	+$240K	0.48%	52
2022 Q2	$1.73M	Buy	+38,366	New	+$1.79M	0.32%	88

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 Partners's FUTY Position: Q1 2024 in Review

Eudaimonia Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 9.2% in Q1 2024, buying an estimated $23.9K and bringing the position to 7,066 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #197.

Eudaimonia Partners first reported a position in FUTY in Q2 2022 and has held it in 8 quarters since. The position peaked at $2M in Q4 2022. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Eudaimonia Partners held 7,066 shares of Fidelity MSCI Utilities Index ETF worth $300K as of Q1 2024.
Eudaimonia Partners bought 594 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $23.9K.
Fidelity MSCI Utilities Index ETF made up 0.07% of Eudaimonia Partners's portfolio in Q1 2024, its #197 holding.
Eudaimonia Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 8 quarters since.
Eudaimonia Partners'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 Partners's 13F filing for Q1 2024, filed 25 Apr 2024.