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 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

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's FUTY Position: Q2 2026 in Review

Colonial Trust held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 488 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Colonial Trust first reported a position in FUTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.5K in Q4 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Colonial Trust held 488 shares of Fidelity MSCI Utilities Index ETF worth $28.5K as of Q2 2026.
Colonial Trust 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's portfolio in Q2 2026, its #614 holding.
Colonial Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Fidelity MSCI Utilities Index ETF position peaked at $58.5K in Q4 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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