MKD Wealth Coaches’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

MKD Wealth Coaches’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
2020 Q2	–	Sell	-17,816	Closed	-$640K	–	36
2020 Q1	$640K	Sell	17,816 -1,163	-6%	-$48.4K	0.86%	21
2019 Q4	$803K	Sell	18,979 -953	-5%	-$39.7K	0.68%	24
2019 Q3	$847K	Buy	19,932 +70	+0.4%	+$2.84K	0.88%	18
2019 Q2	$780K	Sell	19,862 -349	-2%	-$13.5K	0.7%	23
2019 Q1	$774K	Buy	20,211 +395	+2%	+$14.5K	0.78%	21
2018 Q4	$691K	Buy	+19,816	New	+$709K	0.82%	24

Other funds holding FUTY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

BFA

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MKD Wealth Coaches's FUTY Position: Q2 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2020, closing a stake of 17,816 shares — an estimated $640K sold.

MKD Wealth Coaches first reported a position in FUTY in Q4 2018 and held it in 6 quarters. The position peaked at $847K in Q3 2019. 119 funds tracked by Wall St. Rank hold FUTY as of Q2 2020.

MKD Wealth Coaches reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2020 after selling out during the quarter.
MKD Wealth Coaches sold 17,816 Fidelity MSCI Utilities Index ETF shares in Q2 2020, an estimated $640K.
MKD Wealth Coaches first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 6 quarters.
MKD Wealth Coaches's Fidelity MSCI Utilities Index ETF position peaked at $847K in Q3 2019.
119 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2020.

Based on MKD Wealth Coaches's 13F filing for Q2 2020, filed 11 Aug 2020.