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

Colonial Trust 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
2026 Q2	$11.7K	Hold	200	–	–	﹤0.01%	555
2026 Q1	$11.8K	Hold	200	–	–	﹤0.01%	505
2025 Q4	$11K	Hold	200	–	–	﹤0.01%	499
2025 Q3	$11.3K	Hold	200	–	–	﹤0.01%	486
2025 Q2	$10.5K	Hold	200	–	–	﹤0.01%	505
2025 Q1	$10.2K	Hold	200	–	–	﹤0.01%	495
2024 Q4	$9.75K	Hold	200	–	–	﹤0.01%	493
2024 Q3	$10.4K	Hold	200	–	–	﹤0.01%	534
2024 Q2	$8.79K	Hold	200	–	–	﹤0.01%	535
2024 Q1	$8.48K	Hold	200	–	–	﹤0.01%	622
2023 Q4	$8.17K	Hold	200	–	–	﹤0.01%	533
2023 Q3	$7.58K	Hold	200	–	–	﹤0.01%	550
2023 Q2	$8.46K	Hold	200	–	–	﹤0.01%	550
2023 Q1	$8.76K	Hold	200	–	–	﹤0.01%	533
2022 Q4	$9.12K	Buy	+200	New	+$8.8K	﹤0.01%	533

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Colonial Trust Advisors's FUTY Position: Q2 2026 in Review

Colonial Trust Advisors held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 200 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Colonial Trust Advisors first reported a position in FUTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Colonial Trust Advisors held 200 shares of Fidelity MSCI Utilities Index ETF worth $11.7K as of Q2 2026.
Colonial Trust Advisors left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #555 holding.
Colonial Trust Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Fidelity MSCI Utilities Index ETF position peaked at $11.8K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.