Foundations Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Foundations Investment Advisors’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 Q1	–	Sell	-27,581	Closed	-$1.15M	–	127
2019 Q4	$1.15M	Buy	27,581 +3,177	+13%	+$132K	0.14%	61
2019 Q3	$1.02M	Buy	24,404 +3,354	+16%	+$136K	0.13%	63
2019 Q2	$841K	Buy	21,050 +8,244	+64%	+$319K	0.13%	62
2019 Q1	$490K	Buy	+12,806	New	+$469K	0.09%	61

Other funds holding FUTY

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

MIS

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

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

TIA

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

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

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

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

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

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

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

Foundations Investment Advisors's FUTY Position: Q1 2020 in Review

Foundations Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 27,581 shares — an estimated $1.15M sold.

Foundations Investment Advisors first reported a position in FUTY in Q1 2019 and held it in 4 quarters. The position peaked at $1.15M in Q4 2019. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

Foundations Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
Foundations Investment Advisors sold 27,581 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $1.15M.
Foundations Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 4 quarters.
Foundations Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.15M in Q4 2019.
124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Foundations Investment Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.