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Win Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Win 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
2024
Q4 		– Sell
-56,508
Closed -$2.93M – 64
2024
Q3 		$2.93M Buy
+56,508
New +$2.7M 1.37% 22

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Win Advisors's FUTY Position: Q4 2024 in Review

Win Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 56,508 shares — an estimated $2.93M sold.

Win Advisors first reported a position in FUTY in Q3 2024 and held it in 1 quarter. The position peaked at $2.93M in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Win Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 56,508 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $2.93M.
  • Win Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 1 quarter.
  • Win Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.93M in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.