Krilogy Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-270	Closed	-$9K	–	332
2018 Q3	$9K	Buy	+270	New	+$9.46K	﹤0.01%	539
2018 Q2	–	Sell	-732	Closed	-$24K	–	333
2018 Q1	$24K	Buy	732 +472	+182%	+$15.4K	0.01%	422
2017 Q4	$9K	Sell	260 -26	-9%	-$929	﹤0.01%	530
2017 Q3	$10K	Buy	286 +2	+0.7%	+$70	﹤0.01%	577
2017 Q2	$10K	Buy	284 +29	+11%	+$988	﹤0.01%	529
2017 Q1	$8K	Hold	255	–	–	﹤0.01%	533
2016 Q4	$8K	Buy	255 +2	+0.8%	+$62	﹤0.01%	533
2016 Q3	$8K	Buy	253 +52	+26%	+$1.7K	﹤0.01%	547
2016 Q2	$7K	Buy	201 +1	+0.5%	+$32	﹤0.01%	575
2016 Q1	$6K	Buy	+200	New	+$5.92K	﹤0.01%	522
2015 Q4	–	Sell	-196	Closed	-$5K	–	474
2015 Q3	$5K	Buy	+196	New	+$5.38K	﹤0.01%	465

Other funds holding FUTY

Envestnet Asset Management

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services

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

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Cambridge Investment Research Advisors

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return