CFB
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Cullen/Frost Bankers’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cullen/Frost Bankers’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 		$249K Buy
4,216
+2,188
+108% +$127K ﹤0.01% 536
2025
Q4 		$112K Buy
2,028
+1,771
+689% +$101K ﹤0.01% 661
2025
Q3 		$14.5K Buy
257
+234
+1,017% +$12.8K ﹤0.01% 1008
2025
Q2 		$1.19K Buy
23
+1
+5% +$51 ﹤0.01% 1229
2025
Q1 		$1.15K Hold
22
– – ﹤0.01% 1218
2024
Q4 		$1.09K Hold
22
– – ﹤0.01% 1236
2024
Q3 		$1.15K Buy
+22
New +$1.05K ﹤0.01% 1157

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return