Stone House Investment Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Stone House 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	-4,815	Closed	-$253K	–	739
2025 Q2	$253K	Buy	+4,815	New	+$248K	0.05%	61
2023 Q3	–	Sell	-4,912	Closed	-$208K	–	357
2023 Q2	$208K	Buy	4,912 +2,511	+105%	+$109K	0.08%	39
2023 Q1	$105K	Sell	2,401 -5,278	-69%	-$232K	0.04%	60
2022 Q4	$350K	Buy	7,679 +760	+11%	+$33.4K	0.12%	36
2022 Q3	$292K	Sell	6,919 -3,557	-34%	-$168K	0.14%	34
2022 Q2	$473K	Buy	10,476 +961	+10%	+$44.8K	0.21%	28
2022 Q1	$456K	Buy	+9,515	New	+$426K	0.16%	30
2019 Q2	–	Sell	-612	Closed	-$23K	–	94
2019 Q1	$23K	Sell	612 -21,208	-97%	-$777K	0.01%	129
2018 Q4	$761K	Buy	+21,820	New	+$781K	0.48%	31

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stone House Investment Management's FUTY Position: Q3 2025 in Review

Stone House Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 4,815 shares — an estimated $253K sold.

Stone House Investment Management first reported a position in FUTY in Q4 2018 and held it in 9 quarters. The position peaked at $761K in Q4 2018. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

Stone House Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
Stone House Investment Management sold 4,815 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $253K.
Stone House Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 9 quarters.
Stone House Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $761K in Q4 2018.
224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.