Robbins Farley’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Robbins Farley’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
2025 Q4	–	Sell	-23	Closed	-$1.3K	–	163
2025 Q3	$1.3K	Sell	23 -3	-12%	-$164	﹤0.01%	141
2025 Q2	$1.37K	Sell	26 -1	-4%	-$51	﹤0.01%	142
2025 Q1	$1.38K	Hold	27	–	–	﹤0.01%	129
2024 Q4	$1.32K	Hold	27	–	–	﹤0.01%	130
2024 Q3	$1.4K	Hold	27	–	–	﹤0.01%	128
2024 Q2	$1.19K	Sell	27 -3	-10%	-$133	﹤0.01%	136
2024 Q1	$1.27K	Buy	30 +2	+7%	+$80	﹤0.01%	134
2023 Q4	$1.15K	Buy	28 +1	+4%	+$39	﹤0.01%	139
2023 Q3	$1.02K	Buy	27 +2	+8%	+$83	﹤0.01%	149
2023 Q2	$1.06K	Buy	25 +3	+14%	+$130	﹤0.01%	132
2023 Q1	$965	Buy	22 +3	+16%	+$132	﹤0.01%	164
2022 Q4	$866	Buy	+19	New	+$836	﹤0.01%	156

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return