Financial Partners Group (Kansas)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Partners Group (Kansas)’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
2018 Q3	–	Sell	-40,914	Closed	-$1.4M	–	78
2018 Q2	$1.4M	Sell	40,914 -42,938	-51%	-$1.42M	1.03%	23
2018 Q1	$2.72M	Buy	83,852 +32,297	+63%	+$1.05M	2.13%	16
2017 Q4	$1.78M	Buy	+51,555	New	+$1.84M	1.4%	21

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Financial Partners Group (Kansas)'s FUTY Position: Q3 2018 in Review

Financial Partners Group (Kansas) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2018, closing a stake of 40,914 shares — an estimated $1.4M sold.

Financial Partners Group (Kansas) first reported a position in FUTY in Q4 2017 and held it in 3 quarters. The position peaked at $2.72M in Q1 2018. 58 funds tracked by Wall St. Rank hold FUTY as of Q3 2018.

Financial Partners Group (Kansas) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2018 after selling out during the quarter.
Financial Partners Group (Kansas) sold 40,914 Fidelity MSCI Utilities Index ETF shares in Q3 2018, an estimated $1.4M.
Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 3 quarters.
Financial Partners Group (Kansas)'s Fidelity MSCI Utilities Index ETF position peaked at $2.72M in Q1 2018.
58 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2018.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2018, filed 2 Nov 2018.