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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Sell	4,397 -489	-10%	-$25.7K	0.01%	750
2025 Q1	$249K	Sell	4,886 -10	-0.2%	-$510	0.01%	652
2024 Q4	$239K	Buy	4,896 +34	+0.7%	+$1.66K	0.01%	586
2024 Q3	$252K	Buy	+4,862	New	+$252K	0.01%	485