TRUE Private Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-9	Closed	–	–	415
2020 Q4	$0	Hold	9	–	–	﹤0.01%	741
2020 Q3	$0	Hold	9	–	–	﹤0.01%	708
2020 Q2	$0	Hold	9	–	–	﹤0.01%	705
2020 Q1	$0	Hold	9	–	–	﹤0.01%	731
2019 Q4	$0	Buy	+9	New	+$375	﹤0.01%	807
2019 Q3	–	Sell	-9	Closed	–	–	413
2019 Q2	$0	Buy	+9	New	+$348	﹤0.01%	793
2018 Q4	–	Sell	-9	Closed	-$313	–	501
2018 Q3	$313	Buy	+9	New	+$315	﹤0.01%	1094
2016 Q4	–	Sell	-198,418	Closed	-$6.15M	–	149
2016 Q3	$6.15M	Buy	198,418 +3,734	+2%	+$122K	1.97%	14
2016 Q2	$6.59M	Sell	194,684 -47,605	-20%	-$1.51M	2.21%	13
2016 Q1	$7.71M	Buy	+242,289	New	+$7.17M	3%	12

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

TRUE Private Wealth Advisors's FUTY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2021, closing a stake of 9 shares.

TRUE Private Wealth Advisors first reported a position in FUTY in Q1 2016 and held it in 10 quarters. The position peaked at $7.71M in Q1 2016. 147 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 9 Fidelity MSCI Utilities Index ETF shares in Q1 2021.
TRUE Private Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2016 and held it in 10 quarters.
TRUE Private Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $7.71M in Q1 2016.
147 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.