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Raymond James & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Raymond James & Associates’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 		$1.64M Buy
31,716
+1,551
+5% +$74.2K ﹤0.01% 2345
2024
Q2 		$1.33M Sell
30,165
-8,070
-21% -$358K ﹤0.01% 2432
2024
Q1 		$1.62M Buy
38,235
+5,140
+16% +$207K ﹤0.01% 2298
2023
Q4 		$1.35M Buy
33,095
+2,959
+10% +$116K ﹤0.01% 2340
2023
Q3 		$1.14M Buy
30,136
+15,967
+113% +$663K ﹤0.01% 2373
2023
Q2 		$599K Sell
14,169
-1,452
-9% -$63.1K ﹤0.01% 2818
2023
Q1 		$685K Sell
15,621
-2,033
-12% -$89.4K ﹤0.01% 2721
2022
Q4 		$805K Sell
17,654
-552
-3% -$24.3K ﹤0.01% 2556
2022
Q3 		$769K Buy
18,206
+7,819
+75% +$369K ﹤0.01% 2557
2022
Q2 		$469K Buy
10,387
+356
+4% +$16.6K ﹤0.01% 2957
2022
Q1 		$481K Sell
10,031
-175
-2% -$7.83K ﹤0.01% 3103
2021
Q4 		$473K Buy
10,206
+1,318
+15% +$57.5K ﹤0.01% 3119
2021
Q3 		$366K Buy
8,888
+1,679
+23% +$72.4K ﹤0.01% 3276
2021
Q2 		$296K Buy
7,209
+2,265
+46% +$96K ﹤0.01% 3440
2021
Q1 		$205K Buy
+4,944
New +$199K ﹤0.01% 3594
2020
Q3 		– Sell
-11,380
Closed -$415K – 3618
2020
Q2 		$415K Sell
11,380
-1,551
-12% -$57.8K ﹤0.01% 2719
2020
Q1 		$464K Sell
12,931
-1,753
-12% -$72.9K ﹤0.01% 2469
2019
Q4 		$621K Buy
14,684
+217
+1% +$9.03K ﹤0.01% 2572
2019
Q3 		$615K Sell
14,467
-6
-0% -$243 ﹤0.01% 2512
2019
Q2 		$568K Sell
14,473
-198
-1% -$7.65K ﹤0.01% 2569
2019
Q1 		$562K Buy
14,671
+198
+1% +$7.26K ﹤0.01% 2576
2018
Q4 		$505K Buy
+14,473
New +$518K ﹤0.01% 2548

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's FUTY Position: Q3 2024 in Review

Raymond James & Associates increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5.1% in Q3 2024, buying an estimated $74.2K and bringing the position to 31,716 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Raymond James & Associates first reported a position in FUTY in Q4 2018 and has held it in 22 quarters since. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Raymond James & Associates held 31,716 shares of Fidelity MSCI Utilities Index ETF worth $1.64M as of Q3 2024.
  • Raymond James & Associates bought 1,551 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $74.2K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2345 holding.
  • Raymond James & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 22 quarters since.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.