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U.S. Capital Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-886
Closed -$40.4K – 970
2022
Q4 		$40.4K Buy
+886
New +$39K ﹤0.01% 927

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's FUTY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2023, closing a stake of 886 shares — an estimated $40.4K sold.

U.S. Capital Wealth Advisors first reported a position in FUTY in Q4 2022 and held it in 1 quarter. The position peaked at $40.4K in Q4 2022. 167 funds tracked by Wall St. Rank hold FUTY as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 886 Fidelity MSCI Utilities Index ETF shares in Q1 2023, an estimated $40.4K.
  • U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $40.4K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.