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
2020 Q4	$18K	Buy	+432	New	+$17.6K	0.02%	137
2019 Q4	$18K	Buy	+432	New	+$18K	0.01%	1048

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIS

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Financial Gravity Asset Management's FUTY Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020: 432 shares worth $18K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FUTY as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in FUTY in Q4 2019 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

Financial Gravity Asset Management held 432 shares of Fidelity MSCI Utilities Index ETF worth $18K as of Q4 2020.
Fidelity MSCI Utilities Index ETF was a new Financial Gravity Asset Management position in Q4 2020.
Fidelity MSCI Utilities Index ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2020, its #137 holding.
Financial Gravity Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.