Sowell Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-47,580	Closed	-$2.69M	–	1133
2025 Q3	$2.69M	Sell	47,580 -4,437	-9%	-$242K	0.1%	207
2025 Q2	$2.74M	Buy	52,017 +46,810	+899%	+$2.41M	0.11%	187
2025 Q1	$265K	Buy	+5,207	New	+$262K	0.01%	818
2023 Q2	–	Sell	-6,932	Closed	-$304K	–	651
2023 Q1	$304K	Sell	6,932 -41,932	-86%	-$1.84M	0.02%	551
2022 Q4	$2.23M	Buy	+48,864	New	+$2.15M	0.14%	171
2021 Q2	–	Sell	-7,737	Closed	-$330K	–	1337
2021 Q1	$330K	Sell	7,737 -74,976	-91%	-$3.02M	0.01%	801
2020 Q4	$3.36M	Buy	82,713 +74,602	+920%	+$3.03M	0.14%	133
2020 Q3	$308K	Buy	8,111 +502	+7%	+$19.2K	0.02%	607
2020 Q2	$278K	Buy	7,609 +2	+0%	+$75	0.02%	623
2020 Q1	$273K	Sell	7,607 -434	-5%	-$18.1K	0.02%	573
2019 Q4	$340K	Sell	8,041 -491	-6%	-$20.4K	0.03%	562
2019 Q3	$363K	Buy	+8,532	New	+$346K	0.03%	488
2019 Q1	$316K	Buy	8,242 +528	+7%	+$19.4K	0.04%	445
2018 Q4	$269K	Buy	+7,714	New	+$276K	0.04%	406
2017 Q1	–	Sell	-204	Closed	-$6K	–	372
2016 Q4	$6K	Buy	+204	New	+$6.32K	﹤0.01%	521