FFA
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Farther Finance Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Farther Finance Advisors’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 		$1.17M Buy
19,636
+11,139
+131% +$646K 0.01% 877
2025
Q4 		$469K Buy
8,497
+401
+5% +$23K 0.01% 1348
2025
Q3 		$457K Buy
8,096
+7,611
+1,569% +$416K 0.01% 1124
2025
Q2 		$25.5K Hold
485
– – ﹤0.01% 2532
2025
Q1 		$24.8K Sell
485
-5
-1% -$252 ﹤0.01% 2275
2024
Q4 		$23.9K Buy
490
+485
+9,700% +$24.7K ﹤0.01% 2010
2024
Q3 		$261 Buy
+5
New +$239 ﹤0.01% 3588

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