BB&T Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

BB&T Securities’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 Q3	$1.5M	Buy	35,495 +8,269	+30%	+$335K	0.01%	657
2019 Q2	$1.07M	Buy	27,226 +8,631	+46%	+$334K	0.01%	782
2019 Q1	$712K	Buy	+18,595	New	+$682K	0.01%	938
2018 Q3	–	Sell	-330,348	Closed	-$11.3M	–	1603
2018 Q2	$11.3M	Sell	330,348 -140,756	-30%	-$4.66M	0.12%	233
2018 Q1	$15.6M	Buy	+471,104	New	+$15.4M	0.18%	159

Other funds holding FUTY

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return