Financial Gravity Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Gravity Asset 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
2021 Q2	–	Sell	-432	Closed	-$18	–	988
2021 Q1	$18	Hold	432	–	–	﹤0.01%	676
2020 Q4	$18K	Buy	+432	New	+$17.6K	0.02%	137
2020 Q2	–	Sell	-432	Closed	-$16	–	343
2020 Q1	$16	Hold	432	–	–	﹤0.01%	1018
2019 Q4	$18K	Buy	+432	New	+$18K	0.01%	1048

Other funds holding FUTY

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Gravity Asset Management's FUTY Position: Q2 2021 in Review

Financial Gravity Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 432 shares — an estimated $18 sold.

Financial Gravity Asset Management first reported a position in FUTY in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2020. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

Financial Gravity Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 432 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $18.
Financial Gravity Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 4 quarters.
Financial Gravity Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $18K in Q4 2020.
138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Financial Gravity Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.