Hanseatic Management Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Hanseatic Management Services’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 Q2	–	Sell	-36,026	Closed	-$1.58M	–	127
2023 Q1	$1.58M	Sell	36,026 -6,322	-15%	-$278K	3.55%	4
2022 Q4	$1.93M	Buy	42,348 +1,214	+3%	+$53.4K	4.89%	2
2022 Q3	$1.74M	Buy	41,134 +1,050	+3%	+$49.6K	4.7%	3
2022 Q2	$1.81M	Buy	+40,084	New	+$1.87M	4.12%	5

Other funds holding FUTY

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

Hanseatic Management Services's FUTY Position: Q2 2023 in Review

Hanseatic Management Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2023, closing a stake of 36,026 shares — an estimated $1.58M sold.

Hanseatic Management Services first reported a position in FUTY in Q2 2022 and held it in 4 quarters. The position peaked at $1.93M in Q4 2022. 176 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

Hanseatic Management Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2023 after selling out during the quarter.
Hanseatic Management Services sold 36,026 Fidelity MSCI Utilities Index ETF shares in Q2 2023, an estimated $1.58M.
Hanseatic Management Services first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 4 quarters.
Hanseatic Management Services's Fidelity MSCI Utilities Index ETF position peaked at $1.93M in Q4 2022.
176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on Hanseatic Management Services's 13F filing for Q2 2023, filed 26 Jul 2023.