WI
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WBI Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

WBI Investments’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
Q2 		– Sell
-16,158
Closed -$670K – 205
2021
Q1 		$670K Sell
16,158
-1,706
-10% -$68.7K 0.11% 123
2020
Q4 		$725K Buy
+17,864
New +$726K 0.11% 111

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WBI Investments's FUTY Position: Q2 2021 in Review

WBI Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 16,158 shares — an estimated $670K sold.

WBI Investments first reported a position in FUTY in Q4 2020 and held it in 2 quarters. The position peaked at $725K in Q4 2020. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • WBI Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • WBI Investments sold 16,158 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $670K.
  • WBI Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 2 quarters.
  • WBI Investments's Fidelity MSCI Utilities Index ETF position peaked at $725K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on WBI Investments's 13F filing for Q2 2021, filed 9 Aug 2021.