Kingsview Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
5,540
+87
+2% +$4.58K ﹤0.01% 958
2025
Q1
$278K Sell
5,453
-1,331
-20% -$67.8K 0.01% 924
2024
Q4
$331K Buy
6,784
+459
+7% +$22.4K 0.01% 862
2024
Q3
$328K Sell
6,325
-339
-5% -$17.6K 0.01% 856
2024
Q2
$293K Sell
6,664
-80
-1% -$3.52K 0.01% 844
2024
Q1
$286K Buy
6,744
+25
+0.4% +$1.06K 0.01% 833
2023
Q4
$275K Sell
6,719
-1,761
-21% -$72K 0.01% 800
2023
Q3
$322K Sell
8,480
-505
-6% -$19.2K 0.01% 731
2023
Q2
$380K Sell
8,985
-3,688
-29% -$156K 0.01% 663
2023
Q1
$555K Sell
12,673
-2,193
-15% -$96.1K 0.02% 548
2022
Q4
$678K Sell
14,866
-1,758
-11% -$80.1K 0.03% 428
2022
Q3
$702K Sell
16,624
-121
-0.7% -$5.11K 0.03% 420
2022
Q2
$756K Sell
16,745
-12
-0.1% -$542 0.04% 439
2022
Q1
$803K Buy
16,757
+1,626
+11% +$77.9K 0.04% 458
2021
Q4
$701K Buy
15,131
+153
+1% +$7.09K 0.03% 488
2021
Q3
$616K Buy
14,978
+277
+2% +$11.4K 0.03% 499
2021
Q2
$610K Buy
14,701
+580
+4% +$24.1K 0.03% 507
2021
Q1
$586K Buy
14,121
+578
+4% +$24K 0.03% 474
2020
Q4
$550K Buy
13,543
+1,505
+13% +$61.1K 0.04% 426
2020
Q3
$457K Buy
12,038
+1,420
+13% +$53.9K 0.04% 381
2020
Q2
$387K Buy
10,618
+4,113
+63% +$150K 0.04% 388
2020
Q1
$234K Buy
+6,505
New +$234K 0.03% 403