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

Colonial Trust’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 Q3	$24.9K	Hold	488	–	–	﹤0.01%	636
2026 Q2	$28.5K	Hold	488	–	–	﹤0.01%	614
2026 Q1	$28.8K	Hold	488	–	–	﹤0.01%	612
2025 Q4	$26.9K	Sell	488 -340	-41%	-$19.5K	﹤0.01%	640
2025 Q3	$46.8K	Hold	828	–	–	0.01%	557
2025 Q2	$43.6K	Hold	828	–	–	0.01%	561
2025 Q1	$42.2K	Hold	828	–	–	0.01%	572
2024 Q4	$40.4K	Hold	828	–	–	0.01%	625
2024 Q3	$42.9K	Hold	828	–	–	0.01%	574
2024 Q2	$36.4K	Hold	828	–	–	0.01%	563
2024 Q1	$35.1K	Hold	828	–	–	0.01%	565
2023 Q4	$33.8K	Buy	828 +40	+5%	+$1.57K	0.01%	561
2023 Q3	$29.9K	Sell	788 -305	-28%	-$12.7K	0.01%	554
2023 Q2	$46.2K	Sell	1,093 -190	-15%	-$8.26K	0.01%	493
2023 Q1	$56.2K	Hold	1,283	–	–	0.01%	447
2022 Q4	$58.5K	Buy	+1,283	New	+$56.4K	0.02%	414

Other funds holding FUTY

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Colonial Trust's FUTY Position: Q3 2026 in Review

Colonial Trust held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q3 2026 at 488 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Colonial Trust first reported a position in FUTY in Q4 2022 and has held it in 16 quarters since. The position peaked at $58.5K in Q4 2022. 231 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

Colonial Trust held 488 shares of Fidelity MSCI Utilities Index ETF worth $24.9K as of Q3 2026.
Colonial Trust left its Fidelity MSCI Utilities Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Colonial Trust's portfolio in Q3 2026, its #636 holding.
Colonial Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 16 quarters since.
Colonial Trust's Fidelity MSCI Utilities Index ETF position peaked at $58.5K in Q4 2022.
231 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.