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WealthPLAN Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

WealthPLAN Partners’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
-11
Closed -$465 – 601
2023
Q2 		$465 Hold
11
– – ﹤0.01% 1185
2023
Q1 		$482 Buy
+11
New +$484 ﹤0.01% 1253

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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's FUTY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 11 shares — an estimated $465 sold.

WealthPLAN Partners first reported a position in FUTY in Q1 2023 and held it in 2 quarters. The position peaked at $482 in Q1 2023. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 11 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $465.
  • WealthPLAN Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Fidelity MSCI Utilities Index ETF position peaked at $482 in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.