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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Lineweaver Wealth Advisors's FUTY Position: Q1 2021 in Review

Lineweaver Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2021, closing a stake of 35,961 shares — an estimated $1.46M sold.

Lineweaver Wealth Advisors first reported a position in FUTY in Q4 2019 and held it in 5 quarters. The position peaked at $1.61M in Q4 2019. 146 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

Lineweaver Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2021 after selling out during the quarter.
Lineweaver Wealth Advisors sold 35,961 Fidelity MSCI Utilities Index ETF shares in Q1 2021, an estimated $1.46M.
Lineweaver Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 5 quarters.
Lineweaver Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.61M in Q4 2019.
146 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

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