HFS
FUTY icon

Heritage Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-6
Closed – – 217
2022
Q2 		$0 Buy
+6
New +$279 ﹤0.01% 520

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Financial Services's FUTY Position: Q3 2022 in Review

Heritage Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 6 shares.

Heritage Financial Services first reported a position in FUTY in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • Heritage Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 6 Fidelity MSCI Utilities Index ETF shares in Q3 2022.
  • Heritage Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $0 in Q2 2022.
  • 172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.