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

Mutual 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
2024
Q2 		– Sell
-5,934
Closed -$252K – 1111
2024
Q1 		$252K Buy
5,934
+509
+9% +$20.5K 0.01% 942
2023
Q4 		$222K Buy
+5,425
New +$213K 0.01% 931
2022
Q4 		– Sell
-10,922
Closed -$461K – 937
2022
Q3 		$461K Buy
10,922
+1,678
+18% +$79.2K 0.02% 582
2022
Q2 		$417K Buy
9,244
+60
+0.7% +$2.79K 0.03% 594
2022
Q1 		$440K Buy
9,184
+76
+0.8% +$3.4K 0.02% 606
2021
Q4 		$422K Buy
9,108
+342
+4% +$14.9K 0.02% 627
2021
Q3 		$361K Buy
8,766
+120
+1% +$5.17K 0.02% 656
2021
Q2 		$355K Buy
8,646
+159
+2% +$6.74K 0.02% 638
2021
Q1 		$352K Sell
8,487
-2,911
-26% -$117K 0.02% 584
2020
Q4 		$463K Buy
11,398
+443
+4% +$18K 0.03% 478
2020
Q3 		$416K Buy
10,955
+1,338
+14% +$51K 0.04% 459
2020
Q2 		$351K Sell
9,617
-115,644
-92% -$4.31M 0.03% 465
2020
Q1 		$4.5M Buy
125,261
+56,975
+83% +$2.37M 0.61% 31
2019
Q4 		$2.89M Sell
68,286
-2,247
-3% -$93.5K 0.31% 79
2019
Q3 		$3M Sell
70,533
-934
-1% -$37.9K 0.4% 55
2019
Q2 		$2.81M Sell
71,467
-278,906
-80% -$10.8M 0.36% 56
2019
Q1 		$13.4M Buy
+350,373
New +$12.8M 1.99% 4

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mutual Advisors's FUTY Position: Q2 2024 in Review

Mutual Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 5,934 shares — an estimated $252K sold.

Mutual Advisors first reported a position in FUTY in Q1 2019 and held it in 17 quarters. The position peaked at $13.4M in Q1 2019. 175 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

  • Mutual Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 5,934 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $252K.
  • Mutual Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 17 quarters.
  • Mutual Advisors's Fidelity MSCI Utilities Index ETF position peaked at $13.4M in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.