IFP Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $122K | Buy |
2,062
+6
| +0.3% | +$348 | ﹤0.01% | 1708 |
|
|
2025
Q4 | $114K | Buy |
2,056
+885
| +76% | +$50.7K | ﹤0.01% | 1720 |
|
|
2025
Q3 | $66.1K | Hold |
1,171
| – | – | ﹤0.01% | 1927 |
|
|
2025
Q2 | $61.6K | Hold |
1,171
| – | – | ﹤0.01% | 1935 |
|
|
2025
Q1 | $59.7K | Sell |
1,171
-2
| -0.2% | -$101 | ﹤0.01% | 1810 |
|
|
2024
Q4 | $57.2K | Buy |
1,173
+5
| +0.4% | +$255 | ﹤0.01% | 1767 |
|
|
2024
Q3 | $60.5K | Sell |
1,168
-412
| -26% | -$19.7K | ﹤0.01% | 1642 |
|
|
2024
Q2 | $69.5K | Sell |
1,580
-804
| -34% | -$35.6K | ﹤0.01% | 1528 |
|
|
2024
Q1 | $101K | Buy |
2,384
+1,031
| +76% | +$41.5K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $55.3K | Sell |
1,353
-4,654
| -77% | -$183K | ﹤0.01% | 1501 |
|
|
2023
Q3 | $228K | Sell |
6,007
-235
| -4% | -$9.76K | 0.01% | 906 |
|
|
2023
Q2 | $264K | Buy |
6,242
+165
| +3% | +$7.17K | 0.01% | 887 |
|
|
2023
Q1 | $192K | Sell |
6,077
-1,099
| -15% | -$48.3K | 0.01% | 960 |
|
|
2022
Q4 | $231K | Buy |
7,176
+2,984
| +71% | +$131K | 0.01% | 1286 |
|
|
2022
Q3 | $134K | Sell |
4,192
-396
| -9% | -$18.7K | ﹤0.01% | 1657 |
|
|
2022
Q2 | $147K | Hold |
4,588
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q1 | $147K | Buy |
4,588
+3,684
| +408% | +$165K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $43K | Sell |
904
-66
| -7% | -$2.88K | ﹤0.01% | 1612 |
|
|
2021
Q3 | $40K | Buy |
970
+5
| +0.5% | +$216 | ﹤0.01% | 1668 |
|
|
2021
Q2 | $40K | Sell |
965
-526
| -35% | -$22.3K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $61K | Sell |
1,491
-1,185
| -44% | -$47.8K | ﹤0.01% | 1374 |
|
|
2020
Q4 | $109K | Sell |
2,676
-949
| -26% | -$38.6K | ﹤0.01% | 1090 |
|
|
2020
Q3 | $139K | Buy |
3,625
+1,416
| +64% | +$54K | 0.01% | 846 |
|
|
2020
Q2 | $80K | Sell |
2,209
-295
| -12% | -$11K | 0.01% | 1008 |
|
|
2020
Q1 | $89K | Sell |
2,504
-112,865
| -98% | -$4.69M | 0.01% | 879 |
|
|
2019
Q4 | $4.85M | Buy |
115,369
+28,603
| +33% | +$1.19M | 0.36% | 56 |
|
|
2019
Q3 | $3.67M | Buy |
+86,766
| New | +$3.52M | 0.25% | 93 |
|
|
2019
Q1 | – | Sell |
-56,639
| Closed | -$1.97M | – | 2736 |
|
|
2018
Q4 | $1.97M | Buy |
56,639
+2,749
| +5% | +$98.4K | 0.12% | 192 |
|
|
2018
Q3 | $1.88M | Buy |
53,890
+37,031
| +220% | +$1.3M | 0.08% | 272 |
|
|
2018
Q2 | $577K | Buy |
16,859
+8,213
| +95% | +$272K | 0.02% | 604 |
|
|
2018
Q1 | $298K | Hold |
8,646
| – | – | 0.01% | 826 |
|
|
2017
Q4 | $298K | Sell |
8,646
-1,775
| -17% | -$63.4K | 0.01% | 827 |
|
|
2017
Q3 | $360K | Buy |
10,421
+1,699
| +19% | +$59.3K | 0.01% | 834 |
|
|
2017
Q2 | $295K | Buy |
8,722
+94
| +1% | +$3.2K | 0.01% | 909 |
|
|
2017
Q1 | $287K | Sell |
8,628
-71,759
| -89% | -$2.33M | 0.01% | 924 |
|
|
2016
Q4 | $2.54M | Sell |
80,387
-12,579
| -14% | -$390K | 0.12% | 185 |
|
|
2016
Q3 | $2.94M | Buy |
92,966
+87,781
| +1,693% | +$2.87M | 0.16% | 141 |
|
|
2016
Q2 | $176K | Buy |
+5,185
| New | +$165K | 0.01% | 1034 |
|
|
2016
Q1 | – | Sell |
-3,887
| Closed | -$108K | – | 2749 |
|
|
2015
Q4 | $108K | Buy |
+3,887
| New | +$108K | 0.01% | 1136 |
|
Other funds holding FUTY
AWM
KAS
TIA
