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

Financial Engines 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
2023 Q4	–	Sell	-11,127	Closed	-$422K	–	328
2023 Q3	$422K	Hold	11,127	–	–	﹤0.01%	215
2023 Q2	$470K	Hold	11,127	–	–	﹤0.01%	211
2023 Q1	$488K	Buy	11,127 +634	+6%	+$27.9K	﹤0.01%	210
2022 Q4	$478K	Hold	10,493	–	–	﹤0.01%	215
2022 Q3	$443K	Sell	10,493 -2,430	-19%	-$115K	﹤0.01%	206
2022 Q2	$583K	Sell	12,923 -347	-3%	-$16.2K	﹤0.01%	191
2022 Q1	$636K	Buy	+13,270	New	+$594K	﹤0.01%	184

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors's FUTY Position: Q4 2023 in Review

Financial Engines Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 11,127 shares — an estimated $422K sold.

Financial Engines Advisors first reported a position in FUTY in Q1 2022 and held it in 7 quarters. The position peaked at $636K in Q1 2022. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

Financial Engines Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
Financial Engines Advisors sold 11,127 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $422K.
Financial Engines Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 7 quarters.
Financial Engines Advisors's Fidelity MSCI Utilities Index ETF position peaked at $636K in Q1 2022.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Financial Engines Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.