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B. Riley Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

B. Riley Wealth 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
2020
Q4 		– Sell
-12,487
Closed -$464K – 1053
2020
Q3 		$464K Buy
12,487
+5,476
+78% +$209K 0.02% 557
2020
Q2 		$256K Buy
+7,011
New +$261K 0.02% 681

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

B. Riley Wealth Advisors's FUTY Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 12,487 shares — an estimated $464K sold.

B. Riley Wealth Advisors first reported a position in FUTY in Q2 2020 and held it in 2 quarters. The position peaked at $464K in Q3 2020. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,487 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $464K.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $464K in Q3 2020.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.