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LCNB Corp’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

LCNB Corp’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
-6,250
Closed -$274K – 176
2023
Q1 		$274K Hold
6,250
– – 0.12% 151
2022
Q4 		$285K Hold
6,250
– – 0.13% 147
2022
Q3 		$264K Hold
6,250
– – 0.14% 136
2022
Q2 		$282K Buy
+6,250
New +$291K 0.15% 135

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 $980M AUM 9.86% 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 $38.8B AUM 21.88% 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

LCNB Corp's FUTY Position: Q2 2023 in Review

LCNB Corp sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2023, closing a stake of 6,250 shares — an estimated $274K sold.

LCNB Corp first reported a position in FUTY in Q2 2022 and held it in 4 quarters. The position peaked at $285K in Q4 2022. 176 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

  • LCNB Corp reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2023 after selling out during the quarter.
  • LCNB Corp sold 6,250 Fidelity MSCI Utilities Index ETF shares in Q2 2023, an estimated $274K.
  • LCNB Corp first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 4 quarters.
  • LCNB Corp's Fidelity MSCI Utilities Index ETF position peaked at $285K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on LCNB Corp's 13F filing for Q2 2023, filed 14 Aug 2023.