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

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-15
Closed -$789 – 548
2025
Q2 		$789 Buy
+15
New +$771 ﹤0.01% 479

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Smallwood Wealth Investment Management's FUTY Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 15 shares — an estimated $789 sold.

Smallwood Wealth Investment Management first reported a position in FUTY in Q2 2025 and held it in 1 quarter. The position peaked at $789 in Q2 2025. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 15 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $789.
  • Smallwood Wealth Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $789 in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.