Certified Advisory Corp’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Certified Advisory Corp’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 Q2	$18K	Hold	495	–	–	0.01%	455
2020 Q1	$18K	Hold	495	–	–	0.01%	433
2019 Q4	$21K	Buy	495 +25	+5%	+$1.04K	0.01%	473
2019 Q3	$20K	Sell	470 -253	-35%	-$10.3K	0.01%	485
2019 Q2	$28K	Hold	723	–	–	0.01%	417
2019 Q1	$28K	Hold	723	–	–	0.01%	386
2018 Q4	$25K	Hold	723	–	–	0.01%	383
2018 Q3	$25K	Buy	723 +1	+0.1%	+$35	0.01%	405
2018 Q2	$25K	Hold	722	–	–	0.01%	383
2018 Q1	$23K	Hold	722	–	–	0.01%	379
2017 Q4	$24K	Buy	+722	New	+$25.8K	0.02%	335

Other funds holding FUTY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

BFA

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

MIS

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Certified Advisory Corp's FUTY Position: Q2 2020 in Review

Certified Advisory Corp held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2020 at 495 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #455.

Certified Advisory Corp first reported a position in FUTY in Q4 2017 and has held it in 11 quarters since. The position peaked at $28K in Q2 2019. 119 funds tracked by Wall St. Rank hold FUTY as of Q2 2020.

Certified Advisory Corp held 495 shares of Fidelity MSCI Utilities Index ETF worth $18K as of Q2 2020.
Certified Advisory Corp left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2020.
Fidelity MSCI Utilities Index ETF made up 0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #455 holding.
Certified Advisory Corp first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Fidelity MSCI Utilities Index ETF position peaked at $28K in Q2 2019.
119 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.