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

Raymond James Trust’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
Q2 		– Sell
-4,576
Closed -$201K – 1190
2023
Q1 		$201K Hold
4,576
– – 0.01% 1070
2022
Q4 		$209K Buy
+4,576
New +$201K 0.01% 1027
2019
Q1 		– Sell
-17,196
Closed -$600K – 888
2018
Q4 		$600K Buy
+17,196
New +$616K 0.04% 353

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Raymond James Trust's FUTY Position: Q2 2023 in Review

Raymond James Trust sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2023, closing a stake of 4,576 shares — an estimated $201K sold.

Raymond James Trust first reported a position in FUTY in Q4 2018 and held it in 3 quarters. The position peaked at $600K in Q4 2018. 176 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

  • Raymond James Trust reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2023 after selling out during the quarter.
  • Raymond James Trust sold 4,576 Fidelity MSCI Utilities Index ETF shares in Q2 2023, an estimated $201K.
  • Raymond James Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 3 quarters.
  • Raymond James Trust's Fidelity MSCI Utilities Index ETF position peaked at $600K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on Raymond James Trust's 13F filing for Q2 2023, filed 15 Aug 2023.