Financial Enhancement Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Enhancement Group’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
2022 Q4	–	Sell	-5	Closed	–	–	185
2022 Q3	$0	Hold	5	–	–	﹤0.01%	310
2022 Q2	$0	Hold	5	–	–	﹤0.01%	311
2022 Q1	$0	Hold	5	–	–	﹤0.01%	320
2021 Q4	$0	Buy	5 +2	+67%	+$87	﹤0.01%	280
2021 Q3	$0	Hold	3	–	–	﹤0.01%	285
2021 Q2	$0	Buy	3 +2	+200%	+$85	﹤0.01%	284
2021 Q1	$0	Buy	+1	New	+$40	﹤0.01%	294

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Financial Enhancement Group's FUTY Position: Q4 2022 in Review

Financial Enhancement Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 5 shares.

Financial Enhancement Group first reported a position in FUTY in Q1 2021 and held it in 7 quarters. The position peaked at $0 in Q3 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Financial Enhancement Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 5 Fidelity MSCI Utilities Index ETF shares in Q4 2022.
Financial Enhancement Group first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 7 quarters.
Financial Enhancement Group's Fidelity MSCI Utilities Index ETF position peaked at $0 in Q3 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.