NBC Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NBC Securities’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	$1.01M	Buy	17,170 +16,785	+4,360%	+$973K	0.08%	279
2025 Q4	$21.3K	Buy	385 +10	+3%	+$573	﹤0.01%	1751
2025 Q3	$21.2K	Hold	375	–	–	﹤0.01%	1718
2025 Q2	$19K	Hold	375	–	–	﹤0.01%	1727
2025 Q1	$19K	Buy	+375	New	+$18.9K	﹤0.01%	1505
2024 Q4	–	Sell	-375	Closed	-$19K	–	1564
2024 Q3	$19K	Hold	375	–	–	﹤0.01%	1525
2024 Q2	$16K	Hold	375	–	–	﹤0.01%	1527
2024 Q1	$15K	Hold	375	–	–	﹤0.01%	1546
2023 Q4	$15K	Hold	375	–	–	﹤0.01%	1572
2023 Q3	$14K	Buy	+375	New	+$15.6K	﹤0.01%	1591

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