Independence Financial Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Independence Financial 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 Q2	$1.01M	Sell	17,228 -176,810	-91%	-$10.3M	0.26%	29
2026 Q1	$11.5M	Sell	194,038 -6,056	-3%	-$351K	3.44%	11
2025 Q4	$11M	Buy	200,094 +7,226	+4%	+$414K	3.04%	16
2025 Q3	$10.9M	Buy	192,868 +185,792	+2,626%	+$10.1M	3.32%	14
2025 Q2	$372K	Buy	7,076 +1	+0%	+$51	0.14%	42
2025 Q1	$360K	Buy	+7,075	New	+$356K	0.14%	36

Other funds holding FUTY

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return