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

Penobscot Wealth Management’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	–	Sell	-4,047	Closed	-$223K	–	110
2025 Q4	$223K	Buy	4,047 +54	+1%	+$3.09K	0.07%	98
2025 Q3	$225K	Sell	3,993 -389	-9%	-$21.2K	0.07%	96
2025 Q2	$231K	Buy	4,382 +37	+0.9%	+$1.9K	0.08%	89
2025 Q1	$221K	Buy	+4,345	New	+$219K	0.09%	83
2024 Q4	–	Sell	-4,238	Closed	-$220K	–	76
2024 Q3	$220K	Buy	+4,238	New	+$203K	0.12%	70
2024 Q2	–	Sell	-4,733	Closed	-$201K	–	75
2024 Q1	$201K	Sell	4,733 -1,410	-23%	-$56.7K	0.13%	74
2023 Q4	$251K	Buy	+6,143	New	+$241K	0.17%	65

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $85.1B AUM 27.35% 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 $1.89T AUM 35.08% 1-Year Est. Return

Penobscot Wealth Management's FUTY Position: Q1 2026 in Review

Penobscot Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 4,047 shares — an estimated $223K sold.

Penobscot Wealth Management first reported a position in FUTY in Q4 2023 and held it in 7 quarters. The position peaked at $251K in Q4 2023. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Penobscot Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Penobscot Wealth Management sold 4,047 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $223K.
Penobscot Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 7 quarters.
Penobscot Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $251K in Q4 2023.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Penobscot Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.