Allworth Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.21K	Buy	156 +13	+9%	+$754	﹤0.01%	3565
2025 Q4	$7.9K	Buy	143 +88	+160%	+$5.04K	﹤0.01%	3423
2025 Q3	$3.11K	Hold	55	–	–	﹤0.01%	3802
2025 Q2	$2.89K	Hold	55	–	–	﹤0.01%	3551
2025 Q1	$2.79K	Hold	55	–	–	﹤0.01%	3066
2024 Q4	$2.77K	Sell	55 -2,000	-97%	-$102K	﹤0.01%	3030
2024 Q3	$106K	Hold	2,055	–	–	﹤0.01%	1060
2024 Q2	$93.3K	Hold	2,055	–	–	﹤0.01%	1107
2024 Q1	$87.2K	Hold	2,055	–	–	﹤0.01%	1067
2023 Q4	$84K	Buy	2,055 +51	+3%	+$2K	﹤0.01%	1012
2023 Q3	$76K	Buy	2,004 +4	+0.2%	+$166	﹤0.01%	979
2023 Q2	$84.6K	Sell	2,000 -1	-0%	-$43	﹤0.01%	949
2023 Q1	$87.7K	Buy	+2,001	New	+$88K	﹤0.01%	899
2022 Q2	–	Sell	-62	Closed	-$3K	–	2533
2022 Q1	$3K	Buy	+62	New	+$2.77K	﹤0.01%	1712