Johnson Financial Group Inc (Wisconsin)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-1,819	Closed	-$77K	–	641
2022 Q3	$77K	Buy	+1,819	New	+$85.8K	0.01%	318
2022 Q1	–	Sell	-20	Closed	-$1K	–	719
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	717
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	686
2021 Q2	$1K	Buy	+20	New	+$847	﹤0.01%	703

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GWA

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FUTY Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 1,819 shares — an estimated $77K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FUTY in Q2 2021 and held it in 4 quarters. The position peaked at $77K in Q3 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,819 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $77K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Fidelity MSCI Utilities Index ETF position peaked at $77K in Q3 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.