Sigma Planning Corp’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.58M | Buy |
43,685
+677
| +2% | +$39.2K | 0.07% | 291 |
|
|
2025
Q4 | $3.02M | Buy |
43,008
+11,013
| +34% | +$631K | 0.08% | 249 |
|
|
2025
Q3 | $1.81M | Buy |
31,995
+1,070
| +3% | +$58.4K | 0.05% | 350 |
|
|
2025
Q2 | $1.63M | Sell |
30,925
-2,921
| -9% | -$150K | 0.05% | 357 |
|
|
2025
Q1 | $1.72M | Buy |
33,846
+6,757
| +25% | +$340K | 0.06% | 322 |
|
|
2024
Q4 | $1.32M | Buy |
27,089
+3,111
| +13% | +$159K | 0.04% | 399 |
|
|
2024
Q3 | $1.24M | Buy |
23,978
+4,614
| +24% | +$221K | 0.04% | 424 |
|
|
2024
Q2 | $851K | Sell |
19,364
-10,004
| -34% | -$443K | 0.03% | 527 |
|
|
2024
Q1 | $1.25M | Buy |
29,368
+15,026
| +105% | +$605K | 0.04% | 437 |
|
|
2023
Q4 | $586K | Sell |
14,342
-22,926
| -62% | -$900K | 0.05% | 411 |
|
|
2023
Q3 | $1.41M | Buy |
37,268
+3,468
| +10% | +$144K | 0.05% | 353 |
|
|
2023
Q2 | $1.43M | Sell |
33,800
-4,437
| -12% | -$193K | 0.05% | 357 |
|
|
2023
Q1 | $1.68M | Buy |
38,237
+7,790
| +26% | +$342K | 0.06% | 348 |
|
|
2022
Q4 | $1.39M | Sell |
30,447
-686
| -2% | -$30.2K | 0.05% | 377 |
|
|
2022
Q3 | $1.31M | Sell |
31,133
-667
| -2% | -$31.5K | 0.05% | 363 |
|
|
2022
Q2 | $1.44M | Buy |
31,800
+9,844
| +45% | +$459K | 0.05% | 354 |
|
|
2022
Q1 | $1.05M | Sell |
21,956
-2,090
| -9% | -$93.5K | 0.03% | 514 |
|
|
2021
Q4 | $1.11M | Sell |
24,046
-267
| -1% | -$11.7K | 0.03% | 512 |
|
|
2021
Q3 | $1M | Sell |
24,313
-60
| -0.2% | -$2.59K | 0.03% | 539 |
|
|
2021
Q2 | $1M | Sell |
24,373
-6,620
| -21% | -$281K | 0.03% | 556 |
|
|
2021
Q1 | $1.29M | Buy |
30,993
+414
| +1% | +$16.7K | 0.04% | 424 |
|
|
2020
Q4 | $1.24M | Sell |
30,579
-1,352
| -4% | -$55K | 0.04% | 387 |
|
|
2020
Q3 | $1.21M | Sell |
31,931
-815
| -2% | -$31.1K | 0.05% | 351 |
|
|
2020
Q2 | $1.19M | Sell |
32,746
-28,913
| -47% | -$1.08M | 0.05% | 341 |
|
|
2020
Q1 | $2.21M | Buy |
61,659
+1,725
| +3% | +$71.7K | 0.13% | 161 |
|
|
2019
Q4 | $2.54M | Buy |
59,934
+4,319
| +8% | +$180K | 0.11% | 196 |
|
|
2019
Q3 | $2.36M | Sell |
55,615
-59,507
| -52% | -$2.41M | 0.11% | 192 |
|
|
2019
Q2 | $4.52M | Sell |
115,122
-12,646
| -10% | -$489K | 0.23% | 102 |
|
|
2019
Q1 | $4.89M | Sell |
127,768
-37,433
| -23% | -$1.37M | 0.28% | 82 |
|
|
2018
Q4 | $5.76M | Buy |
165,201
+125,246
| +313% | +$4.48M | 0.42% | 53 |
|
|
2018
Q3 | $1.39M | Buy |
39,955
+4,311
| +12% | +$151K | 0.08% | 241 |
|
|
2018
Q2 | $1.22M | Sell |
35,644
-121
| -0.3% | -$4.01K | 0.08% | 242 |
|
|
2018
Q1 | $1.18M | Sell |
35,765
-5,576
| -13% | -$182K | 0.09% | 236 |
|
|
2017
Q4 | $1.43M | Sell |
41,341
-10,402
| -20% | -$372K | 0.11% | 208 |
|
|
2017
Q3 | $1.79M | Buy |
51,743
+6,485
| +14% | +$226K | 0.15% | 167 |
|
|
2017
Q2 | $1.53M | Buy |
45,258
+24,916
| +122% | +$848K | 0.14% | 172 |
|
|
2017
Q1 | $678K | Sell |
20,342
-26,158
| -56% | -$849K | 0.07% | 312 |
|
|
2016
Q4 | $1.47M | Sell |
46,500
-2,077
| -4% | -$64.3K | 0.16% | 154 |
|
|
2016
Q3 | $1.54M | Sell |
48,577
-9,304
| -16% | -$304K | 0.18% | 136 |
|
|
2016
Q2 | $1.96M | Buy |
57,881
+9,824
| +20% | +$312K | 0.26% | 86 |
|
|
2016
Q1 | $1.53M | Buy |
48,057
+36,044
| +300% | +$1.07M | 0.21% | 110 |
|
|
2015
Q4 | $335K | Sell |
12,013
-9,614
| -44% | -$267K | 0.05% | 419 |
|
|
2015
Q3 | $596K | Buy |
+21,627
| New | +$594K | 0.1% | 251 |
|
Other funds holding FUTY
AWM
KAS
TIA