Harvest Group Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Harvest Group Wealth Management’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	$1.12K	Sell	25 -88,408	-100%	-$3.89M	﹤0.01%	147
2022 Q4	$4.03M	Buy	88,433 +479	+0.5%	+$21.1K	2.65%	17
2022 Q3	$3.61M	Buy	87,954 +2,323	+3%	+$110K	2.4%	18
2022 Q2	$4.05M	Buy	+85,631	New	+$3.99M	2.5%	17

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Harvest Group Wealth Management's FUTY Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 100% in Q1 2023, selling an estimated $3.89M and leaving 25 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Harvest Group Wealth Management first reported a position in FUTY in Q2 2022 and has held it in 4 quarters since. The position peaked at $4.05M in Q2 2022. 168 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

Harvest Group Wealth Management held 25 shares of Fidelity MSCI Utilities Index ETF worth $1.12K as of Q1 2023.
Harvest Group Wealth Management sold 88,408 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $3.89M.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #147 holding.
Harvest Group Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 4 quarters since.
Harvest Group Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $4.05M in Q2 2022.
168 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.