LWA
FUTY icon

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

Lineweaver Wealth 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
-35,961
Closed -$1.46M – 115
2020
Q4 		$1.46M Sell
35,961
-811
-2% -$33K 0.57% 28
2020
Q3 		$1.4M Sell
36,772
-641
-2% -$24.5K 0.62% 29
2020
Q2 		$1.36M Sell
37,413
-783
-2% -$29.2K 0.69% 27
2020
Q1 		$1.37M Buy
38,196
+5
+0% +$208 0.86% 26
2019
Q4 		$1.61M Buy
+38,191
New +$1.59M 0.91% 23

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $761B 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 $376B AUM 19.32% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return