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

Walker 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
Q3 		– Sell
-43,362
Closed -$1.96M – 21
2022
Q2 		$1.96M Sell
43,362
-4,333
-9% -$202K 1.91% 13
2022
Q1 		$2.29M Buy
+47,695
New +$2.13M 2.1% 10

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walker Financial Services's FUTY Position: Q3 2022 in Review

Walker Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 43,362 shares — an estimated $1.96M sold.

Walker Financial Services first reported a position in FUTY in Q1 2022 and held it in 2 quarters. The position peaked at $2.29M in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • Walker Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • Walker Financial Services sold 43,362 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $1.96M.
  • Walker Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 2 quarters.
  • Walker Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $2.29M in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Walker Financial Services's 13F filing for Q3 2022, filed 6 Jun 2023.