Parkside Financial Bank & Trust’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Parkside Financial Bank & Trust’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	$20.4K	Hold	345	–	–	﹤0.01%	1294
2025 Q4	$19.1K	Buy	+345	New	+$19.8K	﹤0.01%	1323
2025 Q3	–	Sell	-12	Closed	-$632	–	2747
2025 Q2	$632	Hold	12	–	–	﹤0.01%	2420
2025 Q1	$612	Hold	12	–	–	﹤0.01%	2271
2024 Q4	$586	Hold	12	–	–	﹤0.01%	1844
2024 Q3	$622	Hold	12	–	–	﹤0.01%	1789
2024 Q2	$528	Hold	12	–	–	﹤0.01%	1761
2024 Q1	$510	Hold	12	–	–	﹤0.01%	1753
2023 Q4	$491	Hold	12	–	–	﹤0.01%	1754
2023 Q3	$456	Hold	12	–	–	﹤0.01%	1920
2023 Q2	$508	Sell	12 -74	-86%	-$3.22K	﹤0.01%	1890
2023 Q1	$3.77K	Hold	86	–	–	﹤0.01%	1472
2022 Q4	$3.92K	Buy	86 +74	+617%	+$3.26K	﹤0.01%	1420
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1679
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1712
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1716
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	1715
2021 Q3	$0	Hold	12	–	–	﹤0.01%	1786
2021 Q2	$0	Hold	12	–	–	﹤0.01%	1747
2021 Q1	$0	Buy	+12	New	+$484	﹤0.01%	1687

Other funds holding FUTY

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Parkside Financial Bank & Trust's FUTY Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q1 2026 at 345 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Parkside Financial Bank & Trust first reported a position in FUTY in Q1 2021 and has held it in 20 quarters since. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Parkside Financial Bank & Trust held 345 shares of Fidelity MSCI Utilities Index ETF worth $20.4K as of Q1 2026.
Parkside Financial Bank & Trust left its Fidelity MSCI Utilities Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1294 holding.
Parkside Financial Bank & Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and has held it in 20 quarters since.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.