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Gradient Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Gradient Investments’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
-2,562
Closed -$113K – 690
2024
Q2 		$113K Buy
2,562
+2,552
+25,520% +$113K ﹤0.01% 387
2024
Q1 		$428 Sell
10
-12
-55% -$483 ﹤0.01% 1039
2023
Q4 		$899 Buy
22
+13
+144% +$510 ﹤0.01% 1455
2023
Q3 		$341 Hold
9
– – ﹤0.01% 1621
2023
Q2 		$381 Hold
9
– – ﹤0.01% 1572
2023
Q1 		$394 Hold
9
– – ﹤0.01% 1307
2022
Q4 		$410 Buy
+9
New +$396 ﹤0.01% 1321
2022
Q3 		– Sell
-192
Closed -$9K – 1408
2022
Q2 		$9K Sell
192
-62
-24% -$2.89K ﹤0.01% 784
2022
Q1 		$12K Sell
254
-1,207
-83% -$54K ﹤0.01% 736
2021
Q4 		$68K Sell
1,461
-276
-16% -$12.1K ﹤0.01% 425
2021
Q3 		$71K Buy
1,737
+127
+8% +$5.48K ﹤0.01% 423
2021
Q2 		$66K Sell
1,610
-338
-17% -$14.3K ﹤0.01% 432
2021
Q1 		$81K Buy
1,948
+1,824
+1,471% +$73.5K ﹤0.01% 395
2020
Q4 		$5K Hold
124
– – ﹤0.01% 809
2020
Q3 		$5K Buy
+124
New +$4.73K ﹤0.01% 815
2020
Q2 		– Sell
-1,000
Closed -$36K – 1092
2020
Q1 		$36K Hold
1,000
– – ﹤0.01% 408
2019
Q4 		$42K Buy
+1,000
New +$41.6K ﹤0.01% 436
2017
Q3 		– Sell
-492
Closed -$17K – 408
2017
Q2 		$17K Buy
+492
New +$16.8K ﹤0.01% 411

Other funds holding FUTY

Bank of America
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's FUTY Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 2,562 shares — an estimated $113K sold.

Gradient Investments first reported a position in FUTY in Q2 2017 and held it in 18 quarters. The position peaked at $113K in Q2 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2,562 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $113K.
  • Gradient Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2017 and held it in 18 quarters.
  • Gradient Investments's Fidelity MSCI Utilities Index ETF position peaked at $113K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.