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

Rational 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
Q1 		– Sell
-534,055
Closed -$21.8M – 213
2023
Q4 		$21.8M Sell
534,055
-749,395
-58% -$29.4M 2.22% 14
2023
Q3 		$48.7M Sell
1,283,450
-322,535
-20% -$13.4M 4.41% 9
2023
Q2 		$67.9M Buy
1,605,985
+3,221
+0.2% +$140K 5.62% 6
2023
Q1 		$70.2M Buy
+1,602,764
New +$70.5M 5.73% 6
2022
Q1 		– Sell
-1,405,020
Closed -$65.1M – 269
2021
Q4 		$65.1M Buy
1,405,020
+317,650
+29% +$13.9M 3.99% 10
2021
Q3 		$44.8M Buy
1,087,370
+851,058
+360% +$36.7M 3.5% 10
2021
Q2 		$9.7M Buy
236,312
+200,903
+567% +$8.51M 1.14% 18
2021
Q1 		$1.47M Sell
35,409
-27,437
-44% -$1.11M 0.27% 69
2020
Q4 		$2.55M Buy
62,846
+57,626
+1,104% +$2.34M 0.68% 29
2020
Q3 		$198K Buy
5,220
+2,081
+66% +$79.4K 0.08% 130
2020
Q2 		$114K Sell
3,139
-3,896
-55% -$145K 0.06% 161
2020
Q1 		$253K Sell
7,035
-577
-8% -$24K 0.18% 113
2019
Q4 		$322K Buy
7,612
+370
+5% +$15.4K 0.15% 152
2019
Q3 		$308K Buy
7,242
+1,818
+34% +$73.7K 0.12% 188
2019
Q2 		$213K Buy
5,424
+216
+4% +$8.35K 0.08% 207
2019
Q1 		$199K Sell
5,208
-728
-12% -$26.7K 0.05% 199
2018
Q4 		$207K Buy
5,936
+2,951
+99% +$106K 0.06% 177
2018
Q3 		$104K Buy
2,985
+2,072
+227% +$72.6K 0.02% 235
2018
Q2 		$31K Buy
913
+391
+75% +$13K 0.01% 299
2018
Q1 		$17K Buy
+522
New +$17K 0.01% 334

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's FUTY Position: Q1 2024 in Review

Rational Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 534,055 shares — an estimated $21.8M sold.

Rational Advisors first reported a position in FUTY in Q1 2018 and held it in 20 quarters. The position peaked at $70.2M in Q1 2023. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • Rational Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
  • Rational Advisors sold 534,055 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $21.8M.
  • Rational Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2018 and held it in 20 quarters.
  • Rational Advisors's Fidelity MSCI Utilities Index ETF position peaked at $70.2M in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Rational Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.