Sweeney & Michel’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sweeney & Michel’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
2026 Q1	$5.42M	Buy	90,613 +1,617	+2%	+$93.7K	1.59%	17
2025 Q4	$5.13M	Buy	88,996 +4,954	+6%	+$284K	1.51%	18
2025 Q3	$4.9M	Buy	84,042 +1,045	+1%	+$57.1K	1.65%	18
2025 Q2	$4.41M	Buy	82,997 +2,215	+3%	+$114K	1.57%	19
2025 Q1	$3.82M	Buy	+80,782	New	+$4.07M	1.67%	19
2024 Q3	$4M	Buy	76,080 +59,633	+363%	+$2.85M	1.58%	19
2024 Q2	$729K	Buy	16,447 +73	+0.4%	+$3.23K	0.31%	55
2024 Q1	$755K	Buy	+16,374	New	+$659K	0.33%	53
2023 Q3	$593K	Buy	15,221 +4,085	+37%	+$170K	0.31%	55
2023 Q2	$462K	Buy	11,136 +67	+0.6%	+$2.91K	0.24%	69
2023 Q1	$469K	Buy	+11,069	New	+$487K	0.25%	65

Other funds holding FUTY

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

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