IFG Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-151,546	Closed	-$8.37M	–	530
2025 Q4	$8.37M	Sell	151,546 -496	-0.3%	-$28.4K	0.36%	78
2025 Q3	$8.59M	Buy	152,042 +2,342	+2%	+$128K	0.39%	63
2025 Q2	$7.87M	Buy	149,700 +1,843	+1%	+$94.8K	0.4%	63
2025 Q1	$7.53M	Buy	147,857 +3,927	+3%	+$198K	0.42%	58
2024 Q4	$7.02M	Buy	143,930 +5,377	+4%	+$274K	0.4%	61
2024 Q3	$7.18M	Buy	138,553 +3,663	+3%	+$175K	0.46%	50
2024 Q2	$5.93M	Buy	134,890 +3,585	+3%	+$159K	0.38%	62
2024 Q1	$5.57M	Buy	131,305 +3,935	+3%	+$158K	0.42%	61
2023 Q4	$5.2M	Buy	127,370 +7,370	+6%	+$289K	0.38%	63
2023 Q3	$4.55M	Buy	120,000 +4,871	+4%	+$202K	0.38%	59
2023 Q2	$4.87M	Buy	115,129 +1,254	+1%	+$54.5K	0.43%	55
2023 Q1	$4.99M	Buy	113,875 +2,621	+2%	+$115K	0.47%	48
2022 Q4	$5.07M	Buy	111,254 +3,561	+3%	+$157K	0.5%	44
2022 Q3	$4.55M	Buy	107,693 +1,138	+1%	+$53.7K	0.41%	53
2022 Q2	$4.81M	Sell	106,555 -737	-0.7%	-$34.3K	0.51%	45
2022 Q1	$5.14M	Buy	107,292 +4,825	+5%	+$216K	0.52%	40
2021 Q4	$4.75M	Buy	102,467 +7,305	+8%	+$319K	0.46%	45
2021 Q3	$3.92M	Buy	95,162 +10,877	+13%	+$469K	0.42%	48
2021 Q2	$3.46M	Buy	84,285 +5,276	+7%	+$224K	0.39%	54
2021 Q1	$3.28M	Buy	79,009 +5,010	+7%	+$202K	0.41%	54
2020 Q4	$3M	Buy	73,999 +2,008	+3%	+$81.7K	0.42%	55
2020 Q3	$2.73M	Buy	71,991 +1,359	+2%	+$51.9K	0.44%	52
2020 Q2	$2.58M	Buy	70,632 +9,473	+15%	+$353K	0.46%	51
2020 Q1	$2.2M	Buy	61,159 +4,472	+8%	+$186K	0.5%	52
2019 Q4	$2.4M	Buy	56,687 +4,062	+8%	+$169K	0.44%	58
2019 Q3	$2.24M	Buy	+52,625	New	+$2.13M	0.43%	62