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

FinTrust Capital 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
2022 Q4	–	Sell	-12	Closed	-$1K	–	1219
2022 Q3	$1K	Buy	+12	New	+$566	﹤0.01%	1164
2021 Q4	–	Sell	-7	Closed	–	–	1211
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1176
2021 Q2	$0	Sell	7 -515	-99%	-$21.8K	﹤0.01%	1185
2021 Q1	$22K	Buy	+522	New	+$21K	0.01%	693

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

FinTrust Capital Advisors's FUTY Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

FinTrust Capital Advisors first reported a position in FUTY in Q1 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

FinTrust Capital Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 12 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $1K.
FinTrust Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 4 quarters.
FinTrust Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $22K in Q1 2021.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.