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Raymond James Financial Services Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Raymond James Financial Services 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
Q3 		$1.13M Buy
21,784
+6,667
+44% +$319K ﹤0.01% 2088
2024
Q2 		$665K Buy
15,117
+802
+6% +$35.5K ﹤0.01% 2342
2024
Q1 		$607K Buy
14,315
+842
+6% +$33.9K ﹤0.01% 2378
2023
Q4 		$551K Sell
13,473
-2,438
-15% -$95.7K ﹤0.01% 2354
2023
Q3 		$603K Sell
15,911
-381
-2% -$15.8K ﹤0.01% 2211
2023
Q2 		$689K Buy
16,292
+459
+3% +$20K ﹤0.01% 2153
2023
Q1 		$694K Sell
15,833
-37,964
-71% -$1.67M ﹤0.01% 2134
2022
Q4 		$2.45M Buy
53,797
+6,149
+13% +$271K ﹤0.01% 1333
2022
Q3 		$2.01M Sell
47,648
-7,767
-14% -$367K ﹤0.01% 1421
2022
Q2 		$2.5M Buy
55,415
+45,459
+457% +$2.12M 0.01% 1320
2022
Q1 		$477K Buy
9,956
+4,044
+68% +$181K ﹤0.01% 2407
2021
Q4 		$274K Buy
5,912
+505
+9% +$22K ﹤0.01% 2777
2021
Q3 		$223K Buy
5,407
+81
+2% +$3.49K ﹤0.01% 2899
2021
Q2 		$219K Sell
5,326
-368
-6% -$15.6K ﹤0.01% 2947
2021
Q1 		$236K Sell
5,694
-691
-11% -$27.8K ﹤0.01% 2802
2020
Q4 		$259K Buy
+6,385
New +$260K ﹤0.01% 2549

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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's FUTY Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 44% in Q3 2024, buying an estimated $319K and bringing the position to 21,784 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Raymond James Financial Services Advisors first reported a position in FUTY in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.5M in Q2 2022. 197 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,784 shares of Fidelity MSCI Utilities Index ETF worth $1.13M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 6,667 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $319K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2088 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.5M in Q2 2022.
  • 197 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.