TCWP’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

TCWP’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	-1,212	Closed	-$58K	–	816
2022 Q1	$58K	Sell	1,212 -3,107	-72%	-$139K	0.01%	447
2021 Q4	$200K	Buy	+4,319	New	+$189K	0.04%	251

Other funds holding FUTY

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

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

FFA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

TCWP's FUTY Position: Q2 2022 in Review

TCWP sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 1,212 shares — an estimated $58K sold.

TCWP first reported a position in FUTY in Q4 2021 and held it in 2 quarters. The position peaked at $200K in Q4 2021. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

TCWP reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,212 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $58K.
TCWP first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 2 quarters.
TCWP's Fidelity MSCI Utilities Index ETF position peaked at $200K in Q4 2021.
173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.