Kelly Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Kelly Financial Services’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	-227	Closed	-$9.58K	–	695
2022 Q3	$9.58K	Hold	227	–	–	0.01%	329
2022 Q2	$10.2K	Hold	227	–	–	0.01%	318
2022 Q1	$10.9K	Hold	227	–	–	﹤0.01%	331
2021 Q4	$10.5K	Hold	227	–	–	﹤0.01%	340
2021 Q3	$9.34K	Sell	227 -9,087	-98%	-$392K	0.01%	339
2021 Q2	$227K	Buy	9,314 +9,087	+4,003%	+$385K	0.01%	284
2021 Q1	$9.42K	Hold	227	–	–	0.01%	311
2020 Q4	$9.21K	Hold	227	–	–	0.01%	285
2020 Q3	$8.61K	Hold	227	–	–	0.01%	271
2020 Q2	$8.28K	Hold	227	–	–	0.01%	274
2020 Q1	$8.15K	Hold	227	–	–	0.01%	236
2019 Q4	$9.6K	Hold	227	–	–	0.01%	234
2019 Q3	$9.64K	Hold	227	–	–	0.01%	230
2019 Q2	$8.91K	Hold	227	–	–	0.01%	235
2019 Q1	$8.69K	Buy	+227	New	+$8.32K	0.01%	237

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kelly Financial Services's FUTY Position: Q4 2022 in Review

Kelly Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 227 shares — an estimated $9.58K sold.

Kelly Financial Services first reported a position in FUTY in Q1 2019 and held it in 15 quarters. The position peaked at $227K in Q2 2021. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Kelly Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
Kelly Financial Services sold 227 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $9.58K.
Kelly Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 15 quarters.
Kelly Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $227K in Q2 2021.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.