Soltis Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Soltis Investment 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 Q4	–	Sell	-18,435	Closed	-$699K	–	291
2023 Q3	$699K	Sell	18,435 -3,221	-15%	-$134K	0.09%	149
2023 Q2	$916K	Sell	21,656 -1,166	-5%	-$50.7K	0.11%	135
2023 Q1	$1M	Sell	22,822 -57,232	-71%	-$2.52M	0.13%	132
2022 Q4	$3.65M	Buy	80,054 +302	+0.4%	+$13.3K	0.48%	59
2022 Q3	$3.37M	Buy	79,752 +3,517	+5%	+$166K	0.51%	57
2022 Q2	$3.44M	Buy	76,235 +52,347	+219%	+$2.44M	0.5%	50
2022 Q1	$1.15M	Buy	+23,888	New	+$1.07M	0.16%	118

Other funds holding FUTY

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Soltis Investment Advisors's FUTY Position: Q4 2023 in Review

Soltis Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 18,435 shares — an estimated $699K sold.

Soltis Investment Advisors first reported a position in FUTY in Q1 2022 and held it in 7 quarters. The position peaked at $3.65M in Q4 2022. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

Soltis Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
Soltis Investment Advisors sold 18,435 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $699K.
Soltis Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 7 quarters.
Soltis Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.65M in Q4 2022.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Soltis Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.