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Laffer Tengler Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Laffer Tengler Investments’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
2023
Q2 		– Sell
-2,442
Closed -$107K – 395
2023
Q1 		$107K Buy
+2,442
New +$107K 0.03% 258

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
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

Laffer Tengler Investments's FUTY Position: Q2 2023 in Review

Laffer Tengler Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2023, closing a stake of 2,442 shares — an estimated $107K sold.

Laffer Tengler Investments first reported a position in FUTY in Q1 2023 and held it in 1 quarter. The position peaked at $107K in Q1 2023. 176 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

  • Laffer Tengler Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,442 Fidelity MSCI Utilities Index ETF shares in Q2 2023, an estimated $107K.
  • Laffer Tengler Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's Fidelity MSCI Utilities Index ETF position peaked at $107K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.