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Romano Brothers & Co’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-147
Closed -$6.7K – 540
2022
Q4 		$6.7K Buy
+147
New +$6.47K ﹤0.01% 790

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Romano Brothers & Co's FUTY Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 147 shares — an estimated $6.7K sold.

Romano Brothers & Co first reported a position in FUTY in Q4 2022 and held it in 1 quarter. The position peaked at $6.7K in Q4 2022. 167 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 147 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $6.7K.
  • Romano Brothers & Co first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity MSCI Utilities Index ETF position peaked at $6.7K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.