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FUTY icon

Newfound Research’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Newfound Research’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
-12,854
Closed -$462K – 99
2020
Q1 		$462K Sell
12,854
-33,565
-72% -$1.4M 0.51% 15
2019
Q4 		$1.96M Sell
46,419
-487
-1% -$20.3K 1.84% 28
2019
Q3 		$1.99M Sell
46,906
-2,113
-4% -$85.7K 1.75% 22
2019
Q2 		$1.93M Sell
49,019
-28,952
-37% -$1.12M 1.66% 28
2019
Q1 		$2.99M Sell
77,971
-10,397
-12% -$381K 2.17% 23
2018
Q4 		$3.08M Buy
88,368
+27,847
+46% +$997K 2.14% 13
2018
Q3 		$2.11M Buy
+60,521
New +$2.12M 1.2% 30
2018
Q1 		– Sell
-71,934
Closed -$2.48M – 196
2017
Q4 		$2.48M Buy
71,934
+7,675
+12% +$274K 1.32% 29
2017
Q3 		$2.22M Buy
64,259
+49,373
+332% +$1.72M 1.27% 34
2017
Q2 		$503K Buy
14,886
+7,956
+115% +$271K 0.35% 37
2017
Q1 		$231K Buy
+6,930
New +$225K 0.18% 37

Other funds holding FUTY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Newfound Research's FUTY Position: Q2 2020 in Review

Newfound Research sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2020, closing a stake of 12,854 shares — an estimated $462K sold.

Newfound Research first reported a position in FUTY in Q1 2017 and held it in 11 quarters. The position peaked at $3.08M in Q4 2018. 119 funds tracked by Wall St. Rank hold FUTY as of Q2 2020.

  • Newfound Research reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 12,854 Fidelity MSCI Utilities Index ETF shares in Q2 2020, an estimated $462K.
  • Newfound Research first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2017 and held it in 11 quarters.
  • Newfound Research's Fidelity MSCI Utilities Index ETF position peaked at $3.08M in Q4 2018.
  • 119 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.