IFP Advisors’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 | $61.6K | Hold |
1,171
| – | – | ﹤0.01% | 1935 |
|
2025
Q1 | $59.7K | Sell |
1,171
-2
| -0.2% | -$102 | ﹤0.01% | 1810 |
|
2024
Q4 | $57.2K | Buy |
1,173
+5
| +0.4% | +$244 | ﹤0.01% | 1767 |
|
2024
Q3 | $60.5K | Sell |
1,168
-412
| -26% | -$21.4K | ﹤0.01% | 1642 |
|
2024
Q2 | $69.5K | Sell |
1,580
-804
| -34% | -$35.3K | ﹤0.01% | 1528 |
|
2024
Q1 | $101K | Buy |
2,384
+1,031
| +76% | +$43.7K | ﹤0.01% | 1281 |
|
2023
Q4 | $55.3K | Sell |
1,353
-4,654
| -77% | -$190K | ﹤0.01% | 1501 |
|
2023
Q3 | $228K | Sell |
6,007
-235
| -4% | -$8.91K | 0.01% | 906 |
|
2023
Q2 | $264K | Buy |
6,242
+165
| +3% | +$6.98K | 0.01% | 887 |
|
2023
Q1 | $192K | Sell |
6,077
-1,099
| -15% | -$34.8K | 0.01% | 960 |
|
2022
Q4 | $231K | Buy |
7,176
+2,984
| +71% | +$96.1K | 0.01% | 1286 |
|
2022
Q3 | $134K | Sell |
4,192
-396
| -9% | -$12.7K | ﹤0.01% | 1658 |
|
2022
Q2 | $147K | Hold |
4,588
| – | – | ﹤0.01% | 1462 |
|
2022
Q1 | $147K | Buy |
4,588
+3,684
| +408% | +$118K | ﹤0.01% | 1462 |
|
2021
Q4 | $43K | Sell |
904
-66
| -7% | -$3.14K | ﹤0.01% | 1584 |
|
2021
Q3 | $40K | Buy |
970
+5
| +0.5% | +$206 | ﹤0.01% | 1619 |
|
2021
Q2 | $40K | Sell |
965
-526
| -35% | -$21.8K | ﹤0.01% | 1618 |
|
2021
Q1 | $61K | Sell |
1,491
-1,185
| -44% | -$48.5K | ﹤0.01% | 1374 |
|
2020
Q4 | $109K | Sell |
2,676
-949
| -26% | -$38.7K | ﹤0.01% | 1090 |
|
2020
Q3 | $139K | Buy |
3,625
+1,416
| +64% | +$54.3K | 0.01% | 845 |
|
2020
Q2 | $80K | Sell |
2,209
-295
| -12% | -$10.7K | 0.01% | 1007 |
|
2020
Q1 | $89K | Sell |
2,504
-112,865
| -98% | -$4.01M | 0.01% | 877 |
|
2019
Q4 | $4.85M | Buy |
115,369
+28,603
| +33% | +$1.2M | 0.36% | 56 |
|
2019
Q3 | $3.67M | Buy |
+86,766
| New | +$3.67M | 0.25% | 93 |
|
2019
Q1 | – | Sell |
-56,639
| Closed | -$1.97M | – | 2717 |
|
2018
Q4 | $1.97M | Buy |
56,639
+2,749
| +5% | +$95.5K | 0.12% | 192 |
|
2018
Q3 | $1.88M | Buy |
53,890
+37,031
| +220% | +$1.29M | 0.08% | 272 |
|
2018
Q2 | $577K | Buy |
16,859
+8,213
| +95% | +$281K | 0.02% | 602 |
|
2018
Q1 | $298K | Hold |
8,646
| – | – | 0.01% | 826 |
|
2017
Q4 | $298K | Sell |
8,646
-1,775
| -17% | -$61.2K | 0.01% | 824 |
|
2017
Q3 | $360K | Buy |
10,421
+1,699
| +19% | +$58.7K | 0.01% | 832 |
|
2017
Q2 | $295K | Buy |
8,722
+94
| +1% | +$3.18K | 0.01% | 907 |
|
2017
Q1 | $287K | Sell |
8,628
-71,759
| -89% | -$2.39M | 0.01% | 922 |
|
2016
Q4 | $2.54M | Sell |
80,387
-12,579
| -14% | -$397K | 0.12% | 184 |
|
2016
Q3 | $2.94M | Buy |
92,966
+87,781
| +1,693% | +$2.78M | 0.15% | 139 |
|
2016
Q2 | $176K | Buy |
+5,185
| New | +$176K | 0.01% | 1032 |
|
2016
Q1 | – | Sell |
-3,887
| Closed | -$108K | – | 2752 |
|
2015
Q4 | $108K | Buy |
+3,887
| New | +$108K | 0.01% | 1131 |
|