IA
FUTY icon

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

Insight 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
2024
Q4 		– Sell
-3,954
Closed -$205K – 301
2024
Q3 		$205K Buy
+3,954
New +$189K 0.04% 288

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Insight Advisors's FUTY Position: Q4 2024 in Review

Insight Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 3,954 shares — an estimated $205K sold.

Insight Advisors first reported a position in FUTY in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Insight Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Advisors sold 3,954 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $205K.
  • Insight Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 1 quarter.
  • Insight Advisors's Fidelity MSCI Utilities Index ETF position peaked at $205K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.