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

Total Clarity 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	-101	Closed	-$5K	–	491
2022 Q2	$5K	Buy	+101	New	+$4.71K	﹤0.01%	807
2020 Q1	–	Sell	-50	Closed	-$2K	–	267
2019 Q4	$2K	Buy	+50	New	+$2.08K	﹤0.01%	650

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

Total Clarity Wealth Management's FUTY Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 101 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in FUTY in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

Total Clarity Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 101 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 2 quarters.
Total Clarity Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $5K in Q2 2022.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.