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Stratos Wealth Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-41
Closed -$1K – 1445
2018
Q3 		$1K Buy
+41
New +$1.44K ﹤0.01% 2832
2018
Q2 		– Sell
-41
Closed -$1K – 1572
2018
Q1 		$1K Hold
41
– – ﹤0.01% 2984
2017
Q4 		$1K Buy
+41
New +$1.46K ﹤0.01% 2708

Other funds holding FUTY

Envestnet Asset Management
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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stratos Wealth Partners's FUTY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2018, closing a stake of 41 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in FUTY in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 79 funds tracked by Wall St. Rank hold FUTY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 41 Fidelity MSCI Utilities Index ETF shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Fidelity MSCI Utilities Index ETF position peaked at $1K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.