NEXT Financial Holdings’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$1.92M	Buy	+50,217	New	+$1.84M	0.49%	29

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

MIS

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

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NEXT Financial Holdings's FUTY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2019: 50,217 shares worth $1.92M. The stake represents 0.49% of the portfolio and ranks #29 among its holdings.

87 funds tracked by Wall St. Rank hold FUTY as of Q1 2019.

NEXT Financial Holdings held 50,217 shares of Fidelity MSCI Utilities Index ETF worth $1.92M as of Q1 2019.
Fidelity MSCI Utilities Index ETF was a new NEXT Financial Holdings position in Q1 2019.
Fidelity MSCI Utilities Index ETF made up 0.49% of NEXT Financial Holdings's portfolio in Q1 2019, its #29 holding.
87 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.