CWM
FUTY icon

Concert Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-67,352
Closed -$2.13M – 638
2016
Q3 		$2.13M Buy
67,352
+663
+1% +$21.7K 0.26% 91
2016
Q2 		$2.26M Buy
66,689
+2,399
+4% +$76.2K 0.31% 75
2016
Q1 		$2.04M Buy
+64,290
New +$1.9M 0.27% 90
2014
Q3 		– Sell
-17,019
Closed -$484K – 557
2014
Q2 		$484K Buy
+17,019
New +$471K 0.06% 285

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BRCM
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IA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return