PWM
FUTY icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return