First National Corp’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

First National Corp’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	-8,933	Closed	-$339K	–	155
2023 Q3	$339K	Sell	8,933 -2,918	-25%	-$121K	0.09%	121
2023 Q2	$501K	Buy	11,851 +1,205	+11%	+$52.4K	0.12%	104
2023 Q1	$467K	Buy	10,646 +102	+1%	+$4.48K	0.11%	111
2022 Q4	$481K	Buy	+10,544	New	+$464K	0.12%	104
2022 Q2	–	Sell	-4,287	Closed	-$205K	–	160
2022 Q1	$205K	Buy	+4,287	New	+$192K	0.04%	158
2019 Q2	–	Sell	-2,372	Closed	-$91K	–	239
2019 Q1	$91K	Buy	2,372 +198	+9%	+$7.26K	0.04%	187
2018 Q4	$76K	Buy	+2,174	New	+$77.8K	0.04%	197

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

First National Corp's FUTY Position: Q4 2023 in Review

First National Corp sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 8,933 shares — an estimated $339K sold.

First National Corp first reported a position in FUTY in Q4 2018 and held it in 7 quarters. The position peaked at $501K in Q2 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

First National Corp reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
First National Corp sold 8,933 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $339K.
First National Corp first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 7 quarters.
First National Corp's Fidelity MSCI Utilities Index ETF position peaked at $501K in Q2 2023.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on First National Corp's 13F filing for Q4 2023, filed 18 Jan 2024.