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Freedom Wealth Alliance’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-450
Closed -$20.5K – 210
2022
Q4 		$20.5K Buy
+450
New +$19.8K 0.03% 202

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Cambridge Investment Research Advisors
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Freedom Wealth Alliance's FUTY Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 450 shares — an estimated $20.5K sold.

Freedom Wealth Alliance first reported a position in FUTY in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 167 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 450 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $20.5K.
  • Freedom Wealth Alliance first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Fidelity MSCI Utilities Index ETF position peaked at $20.5K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.