Financial Architects (New Jersey)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-600	Closed	-$22K	–	446
2020 Q2	$22K	Sell	600 -300	-33%	-$11.2K	0.01%	534
2020 Q1	$32K	Hold	900	–	–	0.01%	436
2019 Q4	$38K	Buy	900 +600	+200%	+$25K	0.01%	469
2019 Q3	$13K	Hold	300	–	–	﹤0.01%	678
2019 Q2	$12K	Buy	+300	New	+$11.6K	﹤0.01%	850

Other funds holding FUTY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

MIS

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Financial Architects (New Jersey)'s FUTY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2020, closing a stake of 600 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in FUTY in Q2 2019 and held it in 5 quarters. The position peaked at $38K in Q4 2019. 122 funds tracked by Wall St. Rank hold FUTY as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 600 Fidelity MSCI Utilities Index ETF shares in Q3 2020, an estimated $22K.
Financial Architects (New Jersey) first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Fidelity MSCI Utilities Index ETF position peaked at $38K in Q4 2019.
122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.