Valley National Advisers’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-4	Closed	-$1K	–	1085
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	883
2023 Q1	$0	Hold	4	–	–	﹤0.01%	921
2022 Q4	$0	Hold	4	–	–	﹤0.01%	895
2022 Q3	$0	Hold	4	–	–	﹤0.01%	940
2022 Q2	$0	Hold	4	–	–	﹤0.01%	924
2022 Q1	$0	Hold	4	–	–	﹤0.01%	937
2021 Q4	$0	Hold	4	–	–	﹤0.01%	935
2021 Q3	$0	Hold	4	–	–	﹤0.01%	895
2021 Q2	$0	Buy	+4	New	+$169	﹤0.01%	908

Other funds holding FUTY

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

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

TIA

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Valley National Advisers's FUTY Position: Q3 2023 in Review

Valley National Advisers sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

Valley National Advisers first reported a position in FUTY in Q2 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2023. 171 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Valley National Advisers reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 4 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $1K.
Valley National Advisers first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and held it in 9 quarters.
Valley National Advisers's Fidelity MSCI Utilities Index ETF position peaked at $1K in Q2 2023.
171 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.