RWA Wealth Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

RWA Wealth Partners’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
2024 Q4	–	Sell	-68,299	Closed	-$3.54M	–	572
2024 Q3	$3.54M	Sell	68,299 -3,141	-4%	-$150K	0.04%	195
2024 Q2	$3.14M	Buy	+71,440	New	+$3.16M	0.04%	189
2023 Q4	–	Sell	-11,253	Closed	-$427K	–	520
2023 Q3	$427K	Buy	+11,253	New	+$467K	0.01%	287
2022 Q2	–	Sell	-123,375	Closed	-$5.91M	–	247
2022 Q1	$5.91M	Buy	+123,375	New	+$5.52M	0.38%	69
2019 Q4	–	Sell	-173,780	Closed	-$7.38M	–	240
2019 Q3	$7.38M	Sell	173,780 -28,687	-14%	-$1.16M	0.78%	33
2019 Q2	$7.95M	Sell	202,467 -64,370	-24%	-$2.49M	0.85%	31
2019 Q1	$10.2M	Buy	+266,837	New	+$9.78M	1.17%	23

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return