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Advisor Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Advisor Group’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
2019
Q4 		$2.63M Buy
62,137
+8,999
+17% +$374K 0.02% 692
2019
Q3 		$2.26M Buy
53,138
+7,947
+18% +$322K 0.02% 709
2019
Q2 		$1.78M Buy
45,191
+11,634
+35% +$450K 0.01% 809
2019
Q1 		$1.29M Sell
33,557
-17,335
-34% -$635K 0.01% 954
2018
Q4 		$1.78M Buy
50,892
+40,950
+412% +$1.47M 0.02% 678
2018
Q3 		$346K Sell
9,942
-529
-5% -$18.5K ﹤0.01% 1748
2018
Q2 		$358K Buy
10,471
+658
+7% +$21.8K ﹤0.01% 1562
2018
Q1 		$325K Buy
9,813
+2,815
+40% +$91.9K ﹤0.01% 1629
2017
Q4 		$242K Buy
6,998
+373
+6% +$13.3K ﹤0.01% 1839
2017
Q3 		$228K Sell
6,625
-1,366
-17% -$47.6K ﹤0.01% 1758
2017
Q2 		$270K Buy
7,991
+1,767
+28% +$60.2K ﹤0.01% 1558
2017
Q1 		$207K Buy
6,224
+1,583
+34% +$51.4K ﹤0.01% 1632
2016
Q4 		$146K Buy
4,641
+1,121
+32% +$34.7K ﹤0.01% 1796
2016
Q3 		$111K Buy
3,520
+87
+3% +$2.85K ﹤0.01% 1923
2016
Q2 		$115K Buy
+3,433
New +$109K ﹤0.01% 1824

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's FUTY Position: Q4 2019 in Review

Advisor Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 17% in Q4 2019, buying an estimated $374K and bringing the position to 62,137 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #692.

Advisor Group first reported a position in FUTY in Q2 2016 and has held it in 15 quarters since. 120 funds tracked by Wall St. Rank hold FUTY as of Q4 2019.

  • Advisor Group held 62,137 shares of Fidelity MSCI Utilities Index ETF worth $2.63M as of Q4 2019.
  • Advisor Group bought 8,999 Fidelity MSCI Utilities Index ETF shares in Q4 2019, an estimated $374K.
  • Fidelity MSCI Utilities Index ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #692 holding.
  • Advisor Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2016 and has held it in 15 quarters since.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.