Insight Wealth Strategies’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Insight Wealth Strategies’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	–	Sell	-8,092	Closed	-$307K	–	224
2020 Q3	$307K	Sell	8,092 -18,792	-70%	-$717K	0.06%	142
2020 Q2	$980K	Sell	26,884 -5,857	-18%	-$218K	0.22%	47
2020 Q1	$1.18M	Sell	32,741 -10,592	-24%	-$441K	0.31%	33
2019 Q4	$1.83M	Buy	43,333 +30,127	+228%	+$1.25M	0.39%	53
2019 Q3	$561K	Sell	13,206 -8,467	-39%	-$343K	0.13%	104
2019 Q2	$851K	Buy	+21,673	New	+$838K	0.21%	76
2019 Q1	–	Sell	-36,695	Closed	-$1.28M	–	139
2018 Q4	$1.28M	Buy	+36,695	New	+$1.31M	0.39%	39

Other funds holding FUTY

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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

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

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

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

MIS

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

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

Insight Wealth Strategies's FUTY Position: Q4 2020 in Review

Insight Wealth Strategies sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 8,092 shares — an estimated $307K sold.

Insight Wealth Strategies first reported a position in FUTY in Q4 2018 and held it in 7 quarters. The position peaked at $1.83M in Q4 2019. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

Insight Wealth Strategies reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
Insight Wealth Strategies sold 8,092 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $307K.
Insight Wealth Strategies first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 7 quarters.
Insight Wealth Strategies's Fidelity MSCI Utilities Index ETF position peaked at $1.83M in Q4 2019.
140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.