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Latitude Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Latitude Advisors’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
Q2 		– Sell
-4,551
Closed -$218K – 194
2022
Q1 		$218K Buy
+4,551
New +$204K 0.05% 303

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Latitude Advisors's FUTY Position: Q2 2022 in Review

Latitude Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 4,551 shares — an estimated $218K sold.

Latitude Advisors first reported a position in FUTY in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

  • Latitude Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 4,551 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $218K.
  • Latitude Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 1 quarter.
  • Latitude Advisors's Fidelity MSCI Utilities Index ETF position peaked at $218K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.