Atria Wealth Solutions’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
2025 Q2	$961K	Sell	18,234 -801	-4%	-$41.2K	0.02%	652
2025 Q1	$970K	Buy	19,035 +1,112	+6%	+$56K	0.01%	912
2024 Q4	$874K	Sell	17,923 -511	-3%	-$26.1K	0.01%	978
2024 Q3	$955K	Sell	18,434 -13,235	-42%	-$633K	0.01%	933
2024 Q2	$1.39M	Buy	31,669 +7,312	+30%	+$324K	0.02%	762
2024 Q1	$1.03M	Buy	24,357 +54	+0.2%	+$2.17K	0.01%	893
2023 Q4	$993K	Sell	24,303 -1,308	-5%	-$51.4K	0.01%	863
2023 Q3	$971K	Sell	25,611 -1,071	-4%	-$44.5K	0.01%	822
2023 Q2	$1.13M	Sell	26,682 -183	-0.7%	-$7.96K	0.02%	794
2023 Q1	$1.18M	Sell	26,865 -1,162	-4%	-$51.1K	0.02%	733
2022 Q4	$1.28M	Sell	28,027 -18	-0.1%	-$792	0.02%	654
2022 Q3	$1.18M	Buy	28,045 +984	+4%	+$46.4K	0.02%	660
2022 Q2	$1.22M	Sell	27,061 -15,254	-36%	-$711K	0.02%	620
2022 Q1	$2.03M	Buy	+42,315	New	+$1.89M	0.03%	479