IFG Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
149,700
+1,843
| +1% | +$96.9K | 0.4% | 63 |
|
|
2025
Q1 | $7.53M | Buy |
147,857
+3,927
| +3% | +$200K | 0.42% | 58 |
|
|
2024
Q4 | $7.02M | Buy |
143,930
+5,377
| +4% | +$262K | 0.4% | 61 |
|
|
2024
Q3 | $7.18M | Buy |
138,553
+3,663
| +3% | +$190K | 0.46% | 50 |
|
|
2024
Q2 | $5.93M | Buy |
134,890
+3,585
| +3% | +$158K | 0.38% | 62 |
|
|
2024
Q1 | $5.57M | Buy |
131,305
+3,935
| +3% | +$167K | 0.42% | 61 |
|
|
2023
Q4 | $5.2M | Buy |
127,370
+7,370
| +6% | +$301K | 0.38% | 63 |
|
|
2023
Q3 | $4.55M | Buy |
120,000
+4,871
| +4% | +$185K | 0.38% | 59 |
|
|
2023
Q2 | $4.87M | Buy |
115,129
+1,254
| +1% | +$53K | 0.43% | 55 |
|
|
2023
Q1 | $4.99M | Buy |
113,875
+2,621
| +2% | +$115K | 0.47% | 48 |
|
|
2022
Q4 | $5.07M | Buy |
111,254
+3,561
| +3% | +$162K | 0.5% | 44 |
|
|
2022
Q3 | $4.55M | Buy |
107,693
+1,138
| +1% | +$48K | 0.41% | 53 |
|
|
2022
Q2 | $4.81M | Sell |
106,555
-737
| -0.7% | -$33.3K | 0.51% | 45 |
|
|
2022
Q1 | $5.14M | Buy |
107,292
+4,825
| +5% | +$231K | 0.52% | 40 |
|
|
2021
Q4 | $4.75M | Buy |
102,467
+7,305
| +8% | +$338K | 0.46% | 45 |
|
|
2021
Q3 | $3.92M | Buy |
95,162
+10,877
| +13% | +$448K | 0.42% | 48 |
|
|
2021
Q2 | $3.46M | Buy |
84,285
+5,276
| +7% | +$216K | 0.38% | 54 |
|
|
2021
Q1 | $3.28M | Buy |
79,009
+5,010
| +7% | +$208K | 0.41% | 54 |
|
|
2020
Q4 | $3M | Buy |
73,999
+2,008
| +3% | +$81.5K | 0.42% | 55 |
|
|
2020
Q3 | $2.73M | Buy |
71,991
+1,359
| +2% | +$51.6K | 0.44% | 52 |
|
|
2020
Q2 | $2.58M | Buy |
70,632
+9,473
| +15% | +$345K | 0.46% | 51 |
|
|
2020
Q1 | $2.2M | Buy |
61,159
+4,472
| +8% | +$161K | 0.49% | 51 |
|
|
2019
Q4 | $2.4M | Buy |
56,687
+4,062
| +8% | +$172K | 0.44% | 58 |
|
|
2019
Q3 | $2.24M | Buy |
+52,625
| New | +$2.24M | 0.43% | 62 |
|