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Safeguard Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Safeguard Financial’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
-293
Closed -$12K – 246
2023
Q2 		$12K Buy
+293
New +$12.7K 0.01% 315

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Safeguard Financial's FUTY Position: Q3 2023 in Review

Safeguard Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 293 shares — an estimated $12K sold.

Safeguard Financial first reported a position in FUTY in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 171 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

  • Safeguard Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 293 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $12K.
  • Safeguard Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Fidelity MSCI Utilities Index ETF position peaked at $12K in Q2 2023.
  • 171 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.