Financial Management Professionals’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-1	Closed	–	–	966
2024 Q2	$0	Hold	1	–	–	﹤0.01%	937
2024 Q1	$0	Hold	1	–	–	﹤0.01%	986
2023 Q4	$0	Hold	1	–	–	﹤0.01%	969
2023 Q3	$0	Hold	1	–	–	﹤0.01%	935
2023 Q2	$0	Hold	1	–	–	﹤0.01%	988
2023 Q1	$0	Hold	1	–	–	﹤0.01%	1046
2022 Q4	$0	Hold	1	–	–	﹤0.01%	971
2022 Q3	$0	Hold	1	–	–	﹤0.01%	983
2022 Q2	$0	Hold	1	–	–	﹤0.01%	999
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1064
2021 Q4	$0	Buy	+1	New	+$44	﹤0.01%	998

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Financial Management Professionals's FUTY Position: Q3 2024 in Review

Financial Management Professionals sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 1 share.

Financial Management Professionals first reported a position in FUTY in Q4 2021 and held it in 11 quarters. The position peaked at $0 in Q2 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

Financial Management Professionals reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 1 Fidelity MSCI Utilities Index ETF share in Q3 2024.
Financial Management Professionals first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 11 quarters.
Financial Management Professionals's Fidelity MSCI Utilities Index ETF position peaked at $0 in Q2 2024.
196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.