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Viridian RIA’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Viridian RIA’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
Q1 		– Sell
-11,914
Closed -$533K – 61
2021
Q4 		$552K Buy
+11,914
New +$520K 0.12% 63
2021
Q2 		– Hold
0
– – – 67
2021
Q1 		– Hold
0
– – – 67

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Viridian RIA's FUTY Position: Q1 2022 in Review

Viridian RIA sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2022, closing a stake of 11,914 shares — an estimated $533K sold.

Viridian RIA first reported a position in FUTY in Q4 2021 and held it in 1 quarter. The position peaked at $552K in Q4 2021. 166 funds tracked by Wall St. Rank hold FUTY as of Q1 2022.

  • Viridian RIA reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 11,914 Fidelity MSCI Utilities Index ETF shares in Q1 2022, an estimated $533K.
  • Viridian RIA first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 1 quarter.
  • Viridian RIA's Fidelity MSCI Utilities Index ETF position peaked at $552K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.