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

Prostatis 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
2023 Q3	–	Sell	-48,962	Closed	-$49K	–	151
2023 Q2	$49K	Buy	+48,962	New	+$2.13M	0.02%	181
2022 Q1	–	Sell	-12,360	Closed	-$573K	–	91
2021 Q4	$573K	Sell	12,360 -4,528	-27%	-$198K	0.35%	44
2021 Q3	$695K	Sell	16,888 -839	-5%	-$36.2K	0.42%	49
2021 Q2	$727K	Sell	17,727 -2,474	-12%	-$105K	0.5%	48
2021 Q1	$838K	Buy	20,201 +906	+5%	+$36.5K	0.66%	33
2020 Q4	$783K	Sell	19,295 -9,358	-33%	-$381K	0.66%	36
2020 Q3	$1.09M	Buy	28,653 +13,107	+84%	+$500K	1.03%	32
2020 Q2	$567K	Buy	+15,546	New	+$579K	1.14%	31

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prostatis Group's FUTY Position: Q3 2023 in Review

Prostatis Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 48,962 shares — an estimated $49K sold.

Prostatis Group first reported a position in FUTY in Q2 2020 and held it in 8 quarters. The position peaked at $1.09M in Q3 2020. 171 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Prostatis Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 48,962 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $49K.
Prostatis Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 8 quarters.
Prostatis Group's Fidelity MSCI Utilities Index ETF position peaked at $1.09M in Q3 2020.
171 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.