First Allied Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,526	Closed	-$64K	–	1337
2019 Q3	$64K	Buy	+1,526	New	+$61.9K	﹤0.01%	1314
2018 Q1	–	Sell	-102	Closed	-$4K	–	1263
2017 Q4	$4K	Buy	+102	New	+$3.64K	﹤0.01%	1499

Other funds holding FUTY

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

MIS

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

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

LTFS

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

First Allied Advisory Services's FUTY Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2019, closing a stake of 1,526 shares — an estimated $64K sold.

First Allied Advisory Services first reported a position in FUTY in Q4 2017 and held it in 2 quarters. The position peaked at $64K in Q3 2019. 120 funds tracked by Wall St. Rank hold FUTY as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,526 Fidelity MSCI Utilities Index ETF shares in Q4 2019, an estimated $64K.
First Allied Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $64K in Q3 2019.
120 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.