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

WFG 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
2017 Q2	$94K	Buy	2,785 +165	+6%	+$5.62K	0.02%	541
2017 Q1	$87K	Buy	2,620 +1,371	+110%	+$44.5K	0.02%	511
2016 Q4	$39K	Buy	1,249 +4	+0.3%	+$124	0.01%	769
2016 Q3	$39K	Buy	1,245 +28	+2%	+$916	0.01%	764
2016 Q2	$41K	Buy	1,217 +367	+43%	+$11.7K	0.01%	737
2016 Q1	$27K	Hold	850	–	–	0.01%	819
2015 Q4	$24K	Hold	850	–	–	0.01%	841
2015 Q3	$23K	Sell	850 -170	-17%	-$4.67K	0.01%	851
2015 Q2	$27K	Hold	1,020	–	–	0.01%	893
2015 Q1	$29K	Sell	1,020 -19	-2%	-$568	0.01%	882
2014 Q4	$32K	Buy	+1,039	New	+$30.4K	0.01%	1064
2014 Q3	–	Sell	-200	Closed	-$6K	–	2118
2014 Q2	$6K	Buy	+200	New	+$5.54K	﹤0.01%	1610

Other funds holding FUTY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Commonwealth Equity Services

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

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return