Kestra Private Wealth Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Kestra Private Wealth Services’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	$278K	Buy	4,707 +245	+5%	+$14.2K	﹤0.01%	1490
2025 Q4	$246K	Buy	4,462 +314	+8%	+$18K	﹤0.01%	1512
2025 Q3	$234K	Sell	4,148 -86	-2%	-$4.7K	﹤0.01%	1486
2025 Q2	$223K	Sell	4,234 -429	-9%	-$22.1K	﹤0.01%	1457
2025 Q1	$238K	Buy	+4,663	New	+$235K	﹤0.01%	1302
2024 Q4	–	Sell	-3,995	Closed	-$207K	–	1448
2024 Q3	$207K	Buy	+3,995	New	+$191K	﹤0.01%	1256
2021 Q4	–	Sell	-5,307	Closed	-$218K	–	1003
2021 Q3	$218K	Buy	+5,307	New	+$229K	0.01%	820
2020 Q4	–	Sell	-7,354	Closed	-$275K	–	759
2020 Q3	$275K	Buy	+7,354	New	+$281K	0.02%	510

Other funds holding FUTY

Bank of America

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

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