Coston McIsaac & Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Coston McIsaac & Partners’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	–	Sell	-544	Closed	-$30K	–	857
2025 Q4	$30K	Sell	544 -77	-12%	-$4.41K	0.01%	392
2025 Q3	$35K	Buy	621 +5	+0.8%	+$273	0.01%	363
2025 Q2	$32K	Buy	616 +4	+0.7%	+$206	0.01%	365
2025 Q1	$31K	Buy	+612	New	+$30.8K	0.01%	345

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

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

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

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

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

TIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coston McIsaac & Partners's FUTY Position: Q1 2026 in Review

Coston McIsaac & Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 544 shares — an estimated $30K sold.

Coston McIsaac & Partners first reported a position in FUTY in Q1 2025 and held it in 4 quarters. The position peaked at $35K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Coston McIsaac & Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Coston McIsaac & Partners sold 544 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $30K.
Coston McIsaac & Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and held it in 4 quarters.
Coston McIsaac & Partners's Fidelity MSCI Utilities Index ETF position peaked at $35K in Q3 2025.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.