CX Institutional’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

CX Institutional’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	$72K	Sell	1,227 -134	-10%	-$7.84K	﹤0.01%	922
2026 Q1	$80K	Sell	1,361 -24	-2%	-$1.39K	﹤0.01%	890
2025 Q4	$76K	Sell	1,385 -28	-2%	-$1.6K	﹤0.01%	897
2025 Q3	$80K	Sell	1,413 -5,730	-80%	-$313K	﹤0.01%	863
2025 Q2	$376K	Buy	7,143 +3,446	+93%	+$177K	0.01%	442
2025 Q1	$188K	Buy	+3,697	New	+$186K	0.01%	615
2024 Q4	–	Sell	-4,474	Closed	-$232K	–	560
2024 Q3	$232K	Sell	4,474 -9,320	-68%	-$446K	0.01%	521
2024 Q2	$606K	Sell	13,794 -127	-0.9%	-$5.63K	0.03%	350
2024 Q1	$591K	Sell	13,921 -6,531	-32%	-$263K	0.03%	346
2023 Q4	$836K	Buy	+20,452	New	+$803K	0.04%	277
2023 Q2	–	Sell	-12,914	Closed	-$564K	–	519
2023 Q1	$564K	Buy	+12,914	New	+$568K	0.03%	337

Other funds holding FUTY

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return