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Howe & Rusling’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Howe & Rusling’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 		– Sell
-16
Closed -$884 – 489
2025
Q4 		$884 Buy
+16
New +$916 ﹤0.01% 470
2021
Q2 		– Sell
-18
Closed -$1K – 979
2021
Q1 		$1K Buy
18
+3
+20% +$121 ﹤0.01% 884
2020
Q4 		$1K Buy
+15
New +$610 ﹤0.01% 874
2020
Q2 		– Sell
-836
Closed -$30K – 841
2020
Q1 		$30K Hold
836
– – 0.01% 308
2019
Q4 		$35K Hold
836
– – 0.01% 328
2019
Q3 		$36K Hold
836
– – 0.01% 329
2019
Q2 		$33K Buy
+836
New +$32.3K 0.01% 328

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