Reitz Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Reitz Capital Advisors’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
2023 Q3	–	Sell	-5,525	Closed	-$234K	–	58
2023 Q2	$234K	Hold	5,525	–	–	0.21%	38
2023 Q1	$242K	Hold	5,525	–	–	0.22%	43
2022 Q4	$252K	Hold	5,525	–	–	0.24%	42
2022 Q3	$233K	Hold	5,525	–	–	0.21%	42
2022 Q2	$249K	Sell	5,525 -300	-5%	-$14K	0.22%	46
2022 Q1	$279K	Sell	5,825 -950	-14%	-$42.5K	0.2%	44
2021 Q4	$278K	Buy	6,775 +200	+3%	+$8.73K	0.2%	36
2021 Q3	$271K	Sell	6,575 -200	-3%	-$8.63K	0.2%	37
2021 Q2	$278K	Buy	+6,775	New	+$287K	0.2%	36
2020 Q3	–	Sell	-2,500	Closed	-$91K	–	74
2020 Q2	$91K	Buy	+2,500	New	+$93.2K	0.12%	51

Other funds holding FUTY

Bank of America

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

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

Cambridge Investment Research Advisors

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return