Kingswood Wealth Advisors’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	$2.17M	Buy	41,304 +841	+2%	+$44.2K	0.17%	127
2025 Q1	$2.06M	Sell	40,463 -24,715	-38%	-$1.26M	0.19%	127
2024 Q4	$3.18M	Sell	65,178 -45,939	-41%	-$2.24M	0.24%	92
2024 Q3	$5.76M	Buy	+111,117	New	+$5.76M	0.41%	50