Farmers & Merchants Investments Inc’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Farmers & Merchants Investments Inc’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
2025 Q3	–	Sell	-81	Closed	-$4.26K	–	1750
2025 Q2	$4.26K	Hold	81	–	–	﹤0.01%	989
2025 Q1	$4.13K	Hold	81	–	–	﹤0.01%	967
2024 Q4	$3.95K	Hold	81	–	–	﹤0.01%	856
2024 Q3	$4.2K	Hold	81	–	–	﹤0.01%	854
2024 Q2	$3.56K	Sell	81 -23	-22%	-$1.02K	﹤0.01%	872
2024 Q1	$4.41K	Hold	104	–	–	﹤0.01%	784
2023 Q4	$4.25K	Hold	104	–	–	﹤0.01%	787
2023 Q3	$3.94K	Hold	104	–	–	﹤0.01%	782
2023 Q2	$4.4K	Hold	104	–	–	﹤0.01%	783
2023 Q1	$4.56K	Hold	104	–	–	﹤0.01%	746
2022 Q4	$4.74K	Hold	104	–	–	﹤0.01%	773
2022 Q3	$4K	Hold	104	–	–	﹤0.01%	783
2022 Q2	$5K	Hold	104	–	–	﹤0.01%	847
2022 Q1	$5K	Hold	104	–	–	﹤0.01%	876
2021 Q4	$5K	Hold	104	–	–	﹤0.01%	893
2021 Q3	$4K	Buy	104 +18	+21%	+$776	﹤0.01%	874
2021 Q2	$4K	Buy	+86	New	+$3.64K	﹤0.01%	810

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's FUTY Position: Q3 2025 in Review

Farmers & Merchants Investments Inc sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 81 shares — an estimated $4.26K sold.

Farmers & Merchants Investments Inc first reported a position in FUTY in Q2 2021 and held it in 17 quarters. The position peaked at $5K in Q2 2022. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

Farmers & Merchants Investments Inc reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 81 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $4.26K.
Farmers & Merchants Investments Inc first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and held it in 17 quarters.
Farmers & Merchants Investments Inc's Fidelity MSCI Utilities Index ETF position peaked at $5K in Q2 2022.
224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.