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Investmark Advisory Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-1,583
Closed -$73K – 187
2021
Q4 		$73K Buy
+1,583
New +$69.1K 0.07% 135

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Investmark Advisory Group's FUTY Position: Q1 2022 in Review

Investmark Advisory Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2022, closing a stake of 1,583 shares — an estimated $73K sold.

Investmark Advisory Group first reported a position in FUTY in Q4 2021 and held it in 1 quarter. The position peaked at $73K in Q4 2021. 165 funds tracked by Wall St. Rank hold FUTY as of Q1 2022.

  • Investmark Advisory Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,583 Fidelity MSCI Utilities Index ETF shares in Q1 2022, an estimated $73K.
  • Investmark Advisory Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Fidelity MSCI Utilities Index ETF position peaked at $73K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.