Rehmann Capital Advisory Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rehmann Capital Advisory Group’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
2022 Q2	–	Sell	-5,579	Closed	-$267K	–	523
2022 Q1	$267K	Buy	5,579 +1	+0%	+$45	0.03%	427
2021 Q4	$258K	Hold	5,578	–	–	0.02%	469
2021 Q3	$230K	Sell	5,578 -2,979	-35%	-$128K	0.02%	505
2021 Q2	$351K	Sell	8,557 -19	-0.2%	-$805	0.03%	399
2021 Q1	$356K	Hold	8,576	–	–	0.04%	369
2020 Q4	$348K	Buy	8,576 +1	+0%	+$41	0.04%	337
2020 Q3	$325K	Buy	8,575 +1	+0%	+$38	0.04%	307
2020 Q2	$313K	Buy	+8,574	New	+$320K	0.04%	314
2019 Q3	–	Sell	-5,218	Closed	-$205K	–	1827
2019 Q2	$205K	Buy	5,218 +13	+0.2%	+$502	0.03%	430
2019 Q1	$199K	Buy	+5,205	New	+$191K	0.03%	413
2018 Q4	–	Sell	-5,237	Closed	-$182K	–	1936
2018 Q3	$182K	Buy	5,237 +247	+5%	+$8.65K	0.03%	421
2018 Q2	$171K	Hold	4,990	–	–	0.02%	416
2018 Q1	$165K	Buy	+4,990	New	+$163K	0.03%	424
2016 Q4	–	Sell	-11,054	Closed	-$350K	–	389
2016 Q3	$350K	Buy	+11,054	New	+$362K	0.07%	228

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

FFA

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

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

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

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

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

ASN

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

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

Rehmann Capital Advisory Group's FUTY Position: Q2 2022 in Review

Rehmann Capital Advisory Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 5,579 shares — an estimated $267K sold.

Rehmann Capital Advisory Group first reported a position in FUTY in Q3 2016 and held it in 14 quarters. The position peaked at $356K in Q1 2021. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Rehmann Capital Advisory Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,579 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $267K.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2016 and held it in 14 quarters.
Rehmann Capital Advisory Group's Fidelity MSCI Utilities Index ETF position peaked at $356K in Q1 2021.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.