DAS
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Dynamic Advisor Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Dynamic Advisor Solutions’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 		$1.24M Buy
21,247
+1,620
+8% +$94.8K 0.04% 435
2026
Q1 		$1.16M Buy
19,627
+919
+5% +$53.3K 0.04% 428
2025
Q4 		$1.03M Sell
18,708
-29,031
-61% -$1.66M 0.03% 451
2025
Q3 		$2.7M Buy
47,739
+4,326
+10% +$236K 0.08% 254
2025
Q2 		$2.28M Sell
43,413
-542
-1% -$27.9K 0.07% 276
2025
Q1 		$2.24M Sell
43,955
-1,190
-3% -$59.9K 0.07% 264
2024
Q4 		$2.2M Sell
45,145
-274
-0.6% -$14K 0.1% 195
2024
Q3 		$2.35M Buy
45,419
+1,090
+2% +$52.1K 0.07% 267
2024
Q2 		$1.95M Sell
44,329
-32,889
-43% -$1.46M 0.06% 296
2024
Q1 		$3.28M Buy
77,218
+11,791
+18% +$475K 0.11% 226
2023
Q4 		$2.72M Buy
65,427
+50,841
+349% +$2M 0.1% 243
2023
Q3 		$553K Buy
14,586
+2,247
+18% +$93.3K 0.03% 491
2023
Q2 		$522K Buy
12,339
+698
+6% +$30.4K 0.03% 486
2023
Q1 		$510K Buy
11,641
+6,696
+135% +$294K 0.03% 462
2022
Q4 		$225K Buy
+4,945
New +$218K 0.02% 636

Other funds holding FUTY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return