TS Financial Group (TSFG)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

TS Financial Group (TSFG)’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	-170	Closed	-$6K	–	943
2023 Q3	$6K	Sell	170 -3	-2%	-$125	﹤0.01%	622
2023 Q2	$7K	Buy	173 +1	+0.6%	+$43	﹤0.01%	597
2023 Q1	$8K	Buy	172 +1	+0.6%	+$44	﹤0.01%	563
2022 Q4	$8K	Buy	171 +1	+0.6%	+$44	﹤0.01%	569
2022 Q3	$7K	Hold	170	–	–	﹤0.01%	569
2022 Q2	$8K	Buy	170 +1	+0.6%	+$47	﹤0.01%	562
2022 Q1	$8K	Buy	169 +1	+0.6%	+$45	﹤0.01%	576
2021 Q4	$8K	Buy	168 +51	+44%	+$2.23K	﹤0.01%	601
2021 Q3	$5K	Buy	117 +1	+0.9%	+$43	﹤0.01%	648
2021 Q2	$5K	Buy	+116	New	+$4.92K	﹤0.01%	650

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

TS Financial Group (TSFG)'s FUTY Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 170 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in FUTY in Q2 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 170 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $6K.
TS Financial Group (TSFG) first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and held it in 10 quarters.
TS Financial Group (TSFG)'s Fidelity MSCI Utilities Index ETF position peaked at $8K in Q1 2023.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.