IE
FUTY icon

Israel Englander’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Israel Englander’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
Q2 		– Sell
-5,175
Closed -$220K – 6100
2024
Q1 		$220K Buy
+5,175
New +$208K ﹤0.01% 5322
2022
Q2 		– Sell
-23,724
Closed -$1.14M – 7137
2022
Q1 		$1.14M Buy
+23,724
New +$1.06M ﹤0.01% 4408

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Israel Englander's FUTY Position: Q2 2024 in Review

Israel Englander sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 5,175 shares — an estimated $220K sold.

Israel Englander first reported a position in FUTY in Q1 2022 and held it in 2 quarters. The position peaked at $1.14M in Q1 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

  • Israel Englander reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 5,175 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $220K.
  • Israel Englander first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 2 quarters.
  • Israel Englander's Fidelity MSCI Utilities Index ETF position peaked at $1.14M in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.