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FMA Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

FMA Advisory’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
2021
Q3 		$755K Sell
18,352
-48
-0.3% -$2.07K 0.28% 91
2021
Q2 		$755K Buy
18,400
+355
+2% +$15K 0.28% 88
2021
Q1 		$749K Sell
18,045
-271
-1% -$10.9K 0.23% 109
2020
Q4 		$743K Buy
18,316
+179
+1% +$7.28K 0.25% 105
2020
Q3 		$688K Buy
18,137
+2,136
+13% +$81.5K 0.27% 94
2020
Q2 		$584K Buy
16,001
+59
+0.4% +$2.2K 0.26% 103
2020
Q1 		$573K Buy
15,942
+1,828
+13% +$76K 0.31% 90
2019
Q4 		$597K Buy
14,114
+31
+0.2% +$1.29K 0.24% 104
2019
Q3 		$598K Buy
14,083
+766
+6% +$31.1K 0.26% 102
2019
Q2 		$523K Buy
13,317
+1,207
+10% +$46.6K 0.23% 109
2019
Q1 		$464K Buy
12,110
+624
+5% +$22.9K 0.21% 115
2018
Q4 		$401K Sell
11,486
-431
-4% -$15.4K 0.21% 112
2018
Q3 		$415K Buy
11,917
+100
+0.8% +$3.5K 0.19% 114
2018
Q2 		$405K Buy
11,817
+648
+6% +$21.5K 0.19% 117
2018
Q1 		$369K Buy
11,169
+114
+1% +$3.72K 0.18% 120
2017
Q4 		$381K Buy
11,055
+1,337
+14% +$47.8K 0.18% 119
2017
Q3 		$335K Buy
9,718
+424
+5% +$14.8K 0.2% 112
2017
Q2 		$313 Sell
9,294
-983
-10% -$33.5K 0.16% 97
2017
Q1 		$342K Buy
+10,277
New +$333K 0.17% 122

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMA Advisory's FUTY Position: Q3 2021 in Review

FMA Advisory reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.26% in Q3 2021, selling an estimated $2.07K and leaving 18,352 shares worth $755K. The position accounts for 0.28% of the portfolio, ranked #91.

FMA Advisory first reported a position in FUTY in Q1 2017 and has held it in 19 quarters since. 141 funds tracked by Wall St. Rank hold FUTY as of Q3 2021.

  • FMA Advisory held 18,352 shares of Fidelity MSCI Utilities Index ETF worth $755K as of Q3 2021.
  • FMA Advisory sold 48 Fidelity MSCI Utilities Index ETF shares in Q3 2021, an estimated $2.07K.
  • Fidelity MSCI Utilities Index ETF made up 0.28% of FMA Advisory's portfolio in Q3 2021, its #91 holding.
  • FMA Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2017 and has held it in 19 quarters since.
  • 141 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.