Herold Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Herold Advisors’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 Q2	–	Sell	-850	Closed	-$40.7K	–	357
2022 Q1	$40.7K	Buy	+850	New	+$38K	0.01%	406
2021 Q4	–	Sell	-850	Closed	-$34K	–	346
2021 Q3	$34K	Buy	+850	New	+$36.7K	0.01%	435

Other funds holding FUTY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Herold Advisors's FUTY Position: Q2 2022 in Review

Herold Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 850 shares — an estimated $40.7K sold.

Herold Advisors first reported a position in FUTY in Q3 2021 and held it in 2 quarters. The position peaked at $40.7K in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Herold Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 850 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $40.7K.
Herold Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's Fidelity MSCI Utilities Index ETF position peaked at $40.7K in Q1 2022.
173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.