Mid Atlantic Financial Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Mid Atlantic Financial Management’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 Q3	$745K	Buy	18,105 +1,274	+8%	+$54.9K	0.05%	342
2021 Q2	$691K	Buy	16,831 +1,502	+10%	+$63.6K	0.05%	362
2021 Q1	$636K	Sell	15,329 -10,630	-41%	-$428K	0.05%	367
2020 Q4	$1.05M	Sell	25,959 -4,627	-15%	-$188K	0.08%	220
2020 Q3	$1.28M	Sell	30,586 -7,714	-20%	-$294K	0.11%	164
2020 Q2	$1.4M	Sell	38,300 -4,844	-11%	-$181K	0.13%	139
2020 Q1	$1.55M	Buy	43,144 +5,427	+14%	+$226K	0.18%	112
2019 Q4	$1.59M	Sell	37,717 -3,024	-7%	-$126K	0.15%	134
2019 Q3	$1.73M	Buy	40,741 +5,606	+16%	+$227K	0.18%	108
2019 Q2	$1.38M	Buy	35,135 +7,529	+27%	+$291K	0.14%	139
2019 Q1	$1.06M	Buy	27,606 +2,489	+10%	+$91.2K	0.12%	172
2018 Q4	$876K	Buy	+25,117	New	+$899K	0.11%	180

Other funds holding FUTY

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's FUTY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.6% in Q3 2021, buying an estimated $54.9K and bringing the position to 18,105 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #342.

Mid Atlantic Financial Management first reported a position in FUTY in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2019. 141 funds tracked by Wall St. Rank hold FUTY as of Q3 2021.

Mid Atlantic Financial Management held 18,105 shares of Fidelity MSCI Utilities Index ETF worth $745K as of Q3 2021.
Mid Atlantic Financial Management bought 1,274 Fidelity MSCI Utilities Index ETF shares in Q3 2021, an estimated $54.9K.
Fidelity MSCI Utilities Index ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #342 holding.
Mid Atlantic Financial Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Fidelity MSCI Utilities Index ETF position peaked at $1.73M in Q3 2019.
141 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.