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

Inspire 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
2021
Q1 		– Sell
-3,111
Closed -$126K – 331
2020
Q4 		$126K Buy
+3,111
New +$127K 0.05% 98

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EC
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Inspire Advisors's FUTY Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2021, closing a stake of 3,111 shares — an estimated $126K sold.

Inspire Advisors first reported a position in FUTY in Q4 2020 and held it in 1 quarter. The position peaked at $126K in Q4 2020. 147 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 3,111 Fidelity MSCI Utilities Index ETF shares in Q1 2021, an estimated $126K.
  • Inspire Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity MSCI Utilities Index ETF position peaked at $126K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.