SeaCrest Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,503	Closed	-$113K	–	947
2022 Q2	$113K	Buy	+2,503	New	+$117K	0.01%	813
2021 Q1	–	Sell	-8,075	Closed	-$328K	–	667
2020 Q4	$328K	Sell	8,075 -4,452	-36%	-$181K	0.05%	403
2020 Q3	$475K	Buy	+12,527	New	+$478K	0.08%	259

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SeaCrest Wealth Management's FUTY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 2,503 shares — an estimated $113K sold.

SeaCrest Wealth Management first reported a position in FUTY in Q3 2020 and held it in 3 quarters. The position peaked at $475K in Q3 2020. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

SeaCrest Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,503 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $113K.
SeaCrest Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 3 quarters.
SeaCrest Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $475K in Q3 2020.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.