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

TrustCore Financial Services’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 Q4	$144K	Buy	+3,170	New	+$139K	0.01%	306

Other funds holding FUTY

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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

TrustCore Financial Services's FUTY Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022: 3,170 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings.

175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

TrustCore Financial Services held 3,170 shares of Fidelity MSCI Utilities Index ETF worth $144K as of Q4 2022.
Fidelity MSCI Utilities Index ETF was a new TrustCore Financial Services position in Q4 2022.
Fidelity MSCI Utilities Index ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #306 holding.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.