Prospera Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Prospera Financial Services’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	-4,817	Closed	-$204K	–	1158
2024 Q1	$204K	Sell	4,817 -329	-6%	-$13.2K	0.01%	1035
2023 Q4	$210K	Buy	+5,146	New	+$202K	0.01%	986
2022 Q2	–	Sell	-1,132	Closed	-$54K	–	1983
2022 Q1	$54K	Buy	+1,132	New	+$50.7K	﹤0.01%	1339
2020 Q4	–	Sell	-1,099	Closed	-$42K	–	1001
2020 Q3	$42K	Buy	+1,099	New	+$41.9K	0.02%	678
2020 Q1	–	Sell	-10,315	Closed	-$436K	–	560
2019 Q4	$436K	Buy	10,315 +3	+0%	+$125	0.03%	404
2019 Q3	$438K	Sell	10,312 -998	-9%	-$40.5K	0.05%	342
2019 Q2	$444K	Buy	+11,310	New	+$437K	0.05%	311
2016 Q3	–	Sell	-13,230	Closed	-$448K	–	401
2016 Q2	$448K	Sell	13,230 -11,366	-46%	-$361K	0.09%	183
2016 Q1	$783K	Buy	+24,596	New	+$728K	0.17%	96

Other funds holding FUTY

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's FUTY Position: Q2 2024 in Review

Prospera Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 4,817 shares — an estimated $204K sold.

Prospera Financial Services first reported a position in FUTY in Q1 2016 and held it in 9 quarters. The position peaked at $783K in Q1 2016. 175 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

Prospera Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
Prospera Financial Services sold 4,817 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $204K.
Prospera Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2016 and held it in 9 quarters.
Prospera Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $783K in Q1 2016.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.