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Monumental Financial Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Monumental Financial Group’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
2024
Q3 		$4.8M Buy
92,552
+15,415
+20% +$737K 1.78% 15
2024
Q2 		$3.39M Buy
77,137
+8,707
+13% +$386K 1.48% 14
2024
Q1 		$2.9M Buy
68,430
+3,073
+5% +$124K 1.54% 14
2023
Q4 		$2.67M Sell
65,357
-13,022
-17% -$511K 1.59% 14
2023
Q3 		$2.97M Buy
78,379
+4,764
+6% +$198K 1.98% 13
2023
Q2 		$3.11M Sell
73,615
-55,533
-43% -$2.41M 2.09% 15
2023
Q1 		$5.66M Buy
129,148
+14,298
+12% +$629K 4.05% 8
2022
Q4 		$5.24M Buy
114,850
+69,092
+151% +$3.04M 4.23% 8
2022
Q3 		$1.93M Buy
45,758
+15,883
+53% +$750K 1.83% 14
2022
Q2 		$1.35M Sell
29,875
-1,328
-4% -$61.9K 1.24% 18
2022
Q1 		$1.5M Buy
31,203
+6,300
+25% +$282K 1.24% 15
2021
Q4 		$1.15M Buy
24,903
+11,360
+84% +$496K 0.83% 16
2021
Q3 		$557K Buy
13,543
+3,020
+29% +$130K 0.44% 17
2021
Q2 		$432K Sell
10,523
-51,960
-83% -$2.2M 0.37% 17
2021
Q1 		$2.59M Buy
+62,483
New +$2.52M 2.48% 9

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monumental Financial Group's FUTY Position: Q3 2024 in Review

Monumental Financial Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 20% in Q3 2024, buying an estimated $737K and bringing the position to 92,552 shares worth $4.8M. The position accounts for 1.78% of the portfolio, ranked #15.

Monumental Financial Group first reported a position in FUTY in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.66M in Q1 2023. 197 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Monumental Financial Group held 92,552 shares of Fidelity MSCI Utilities Index ETF worth $4.8M as of Q3 2024.
  • Monumental Financial Group bought 15,415 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $737K.
  • Fidelity MSCI Utilities Index ETF made up 1.78% of Monumental Financial Group's portfolio in Q3 2024, its #15 holding.
  • Monumental Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and has held it in 15 quarters since.
  • Monumental Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $5.66M in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.