Lido Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Buy |
574,513
+61,484
| +12% | +$3.23M | 0.12% | 98 |
|
|
2025
Q1 | $26.1M | Sell |
513,029
-36,096
| -7% | -$1.84M | 0.12% | 103 |
|
|
2024
Q4 | $26.8M | Buy |
549,125
+21,496
| +4% | +$1.05M | 0.12% | 95 |
|
|
2024
Q3 | $27.3M | Buy |
527,629
+8,092
| +2% | +$419K | 0.14% | 71 |
|
|
2024
Q2 | $22.8M | Buy |
519,537
+11,002
| +2% | +$484K | 0.13% | 81 |
|
|
2024
Q1 | $21.6M | Buy |
508,535
+110,004
| +28% | +$4.67M | 0.13% | 75 |
|
|
2023
Q4 | $16.3M | Sell |
398,531
-1,113
| -0.3% | -$45.5K | 0.11% | 91 |
|
|
2023
Q3 | $15.2M | Sell |
399,644
-17,974
| -4% | -$682K | 0.12% | 93 |
|
|
2023
Q2 | $17.7M | Buy |
417,618
+27,674
| +7% | +$1.17M | 0.13% | 85 |
|
|
2023
Q1 | $17.1M | Buy |
389,944
+21,161
| +6% | +$927K | 0.17% | 69 |
|
|
2022
Q4 | $16.8M | Sell |
368,783
-796
| -0.2% | -$36.3K | 0.21% | 59 |
|
|
2022
Q3 | $15.6M | Buy |
369,579
+24,271
| +7% | +$1.02M | 0.2% | 45 |
|
|
2022
Q2 | $15.6M | Sell |
345,308
-49,790
| -13% | -$2.25M | 0.21% | 47 |
|
|
2022
Q1 | $18.9M | Buy |
395,098
+79,794
| +25% | +$3.82M | 0.21% | 44 |
|
|
2021
Q4 | $14.6M | Buy |
315,304
+32,674
| +12% | +$1.51M | 0.16% | 69 |
|
|
2021
Q3 | $11.6M | Buy |
282,630
+46,199
| +20% | +$1.9M | 0.16% | 67 |
|
|
2021
Q2 | $9.7M | Buy |
236,431
+1,376
| +0.6% | +$56.5K | 0.14% | 80 |
|
|
2021
Q1 | $9.75M | Buy |
235,055
+30,595
| +15% | +$1.27M | 0.17% | 76 |
|
|
2020
Q4 | $8.3M | Buy |
204,460
+22,783
| +13% | +$925K | 0.17% | 73 |
|
|
2020
Q3 | $6.89M | Sell |
181,677
-16,221
| -8% | -$615K | 0.18% | 64 |
|
|
2020
Q2 | $7.22M | Buy |
197,898
+10,311
| +5% | +$376K | 0.22% | 53 |
|
|
2020
Q1 | $6.74M | Buy |
187,587
+12,918
| +7% | +$464K | 0.29% | 42 |
|
|
2019
Q4 | $7.39M | Buy |
174,669
+29,823
| +21% | +$1.26M | 0.29% | 52 |
|
|
2019
Q3 | $6.16M | Buy |
144,846
+8,044
| +6% | +$342K | 0.31% | 48 |
|
|
2019
Q2 | $5.37M | Buy |
136,802
+22,977
| +20% | +$902K | 0.31% | 48 |
|
|
2019
Q1 | $4.36M | Buy |
113,825
+15,411
| +16% | +$590K | 0.28% | 55 |
|
|
2018
Q4 | $3.43M | Buy |
98,414
+21,414
| +28% | +$747K | 0.34% | 39 |
|
|
2018
Q3 | $2.68M | Buy |
77,000
+26,126
| +51% | +$910K | 0.26% | 56 |
|
|
2018
Q2 | $1.74M | Buy |
50,874
+19,697
| +63% | +$674K | 0.2% | 69 |
|
|
2018
Q1 | $1.03M | Buy |
31,177
+3,967
| +15% | +$131K | 0.14% | 90 |
|
|
2017
Q4 | $939K | Buy |
27,210
+5,076
| +23% | +$175K | 0.13% | 84 |
|
|
2017
Q3 | $795K | Buy |
22,134
+8,761
| +66% | +$315K | 0.13% | 93 |
|
|
2017
Q2 | $452K | Buy |
13,373
+3,699
| +38% | +$125K | 0.09% | 124 |
|
|
2017
Q1 | $325K | Buy |
+9,674
| New | +$325K | 0.09% | 141 |
|