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

Reitz Capital 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
2023 Q3	–	Sell	-5,525	Closed	-$234K	–	58
2023 Q2	$234K	Hold	5,525	–	–	0.21%	38
2023 Q1	$242K	Hold	5,525	–	–	0.22%	43
2022 Q4	$252K	Hold	5,525	–	–	0.24%	42
2022 Q3	$233K	Hold	5,525	–	–	0.21%	42
2022 Q2	$249K	Sell	5,525 -300	-5%	-$14K	0.22%	46
2022 Q1	$279K	Sell	5,825 -950	-14%	-$42.5K	0.2%	44
2021 Q4	$278K	Buy	6,775 +200	+3%	+$8.73K	0.2%	36
2021 Q3	$271K	Sell	6,575 -200	-3%	-$8.63K	0.2%	37
2021 Q2	$278K	Buy	+6,775	New	+$287K	0.2%	36
2020 Q3	–	Sell	-2,500	Closed	-$91K	–	74
2020 Q2	$91K	Buy	+2,500	New	+$93.2K	0.12%	51

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $86.4B AUM 59.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reitz Capital Advisors's FUTY Position: Q3 2023 in Review

Reitz Capital Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 5,525 shares — an estimated $234K sold.

Reitz Capital Advisors first reported a position in FUTY in Q2 2020 and held it in 10 quarters. The position peaked at $279K in Q1 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Reitz Capital Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 5,525 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $234K.
Reitz Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 10 quarters.
Reitz Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $279K in Q1 2022.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.