Farmers & Merchants Trust Co of Chambersburg PA’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	–	Sell	-25	Closed	-$1K	–	458
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	419
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	370
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	382
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	359
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	352
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	322
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	351
2022 Q1	$1K	Sell	25 -150	-86%	-$6.71K	﹤0.01%	304
2021 Q4	$8K	Hold	175	–	–	0.01%	282
2021 Q3	$7K	Hold	175	–	–	0.01%	277
2021 Q2	$7K	Buy	175 +150	+600%	+$6.36K	﹤0.01%	295
2021 Q1	$1K	Buy	+25	New	+$1.01K	﹤0.01%	294

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 $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Farmers & Merchants Trust Co of Chambersburg PA's FUTY Position: Q1 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 25 shares — an estimated $1K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in FUTY in Q1 2021 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 25 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $1K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 12 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Fidelity MSCI Utilities Index ETF position peaked at $8K in Q4 2021.
181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2024, filed 26 Apr 2024.