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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

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

Cambridge Investment Research Advisors

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return