Steward Partners Investment Advisory’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
2026 Q1	$4.44M	Buy	75,182 +3,637	+5%	+$211K	0.02%	554
2025 Q4	$3.95M	Buy	71,545 +147	+0.2%	+$8.42K	0.02%	548
2025 Q3	$4.03M	Buy	71,398 +5,912	+9%	+$323K	0.02%	533
2025 Q2	$3.44M	Buy	65,486 +59,967	+1,087%	+$3.08M	0.03%	532
2025 Q1	$281K	Sell	5,519 -239	-4%	-$12K	﹤0.01%	1476
2024 Q4	$281K	Sell	5,758 -493	-8%	-$25.1K	﹤0.01%	1445
2024 Q3	$324K	Buy	6,251 +2,725	+77%	+$130K	﹤0.01%	1296
2024 Q2	$155K	Sell	3,526 -288	-8%	-$12.8K	﹤0.01%	1568
2024 Q1	$162K	Sell	3,814 -36,544	-91%	-$1.47M	﹤0.01%	1530
2023 Q4	$1.65M	Buy	40,358 +1,501	+4%	+$58.9K	0.02%	558
2023 Q3	$1.47M	Buy	38,857 +37,359	+2,494%	+$1.55M	0.02%	545
2023 Q2	$63.3K	Buy	1,498 +778	+108%	+$33.8K	﹤0.01%	1783
2023 Q1	$31.6K	Buy	720 +11	+2%	+$484	﹤0.01%	2058
2022 Q4	$32.3K	Sell	709 -7	-1%	-$308	﹤0.01%	2009
2022 Q3	$30K	Sell	716 -49	-6%	-$2.31K	﹤0.01%	2024
2022 Q2	$35K	Buy	765 +530	+226%	+$24.7K	﹤0.01%	1967
2022 Q1	$11K	Buy	235 +52	+28%	+$2.33K	﹤0.01%	2616
2021 Q4	$8K	Buy	+183	New	+$7.99K	﹤0.01%	2682
2018 Q1	–	Sell	-75	Closed	-$2K	–	2252
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	1693
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	1486
2017 Q2	$2K	Buy	+75	New	+$2.55K	﹤0.01%	1410