SMITH SHELLNUT WILSON LLC /ADV FUTY — FIDELITY UTILITIES ETF

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  28 quarters on record

AI Ownership Summary

SMITH SHELLNUT WILSON LLC /ADV reported FIDELITY UTILITIES ETF (FUTY) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.06% in 2024 Q3. The latest visible filing shows FUTY at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITH SHELLNUT WILSON LLC /ADV's position in FIDELITY UTILITIES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FUTY was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FUTY stock page SMITH SHELLNUT WILSON LLC /ADV fund profile SMITH SHELLNUT WILSON LLC /ADV full holdings
How SMITH SHELLNUT WILSON LLC /ADV held FUTY — position size vs. price
% of Fund (quarterly)    FUTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 75.1% -1.2% ✅ 6,022 -18,188 -75.1% 0.13% $340K 2025-11-14 (Est.) $56.63
2025 Q2 ADDED — — — 24,210 +670 +2.8% 0.55% $1.3M 2025-08-05 $54.62
2025 Q1 REDUCED — — — 23,540 -475 -2.0% 0.55% $1.2M 2025-04-17 $48.98
2024 Q4 REDUCED 46.8% +5.3% ❌ 24,015 -21,158 -46.8% 0.52% $1.2M 2025-03-04 $48.73
2024 Q3 REDUCED — — — 45,173 -405 -0.9% 1.06% $2.3M 2024-10-31 $49.14
2024 Q2 ADDED — — — 45,578 +39,655 +669.5% 0.97% $2.0M 2024-07-26 $43.92
2024 Q1 REDUCED 7.7% +3.7% ❌ 5,923 -493 -7.7% 0.13% $251K 2024-05-01 $41.20
2023 Q4 REDUCED — — — 6,416 -246 -3.7% 0.15% $262K 2024-02-21 $37.45
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FUTY

As of 2026 Q1 — sorted by position size

PRIMORIS WEALTH ADVISORS, LLC 3Y 3.9% Independence Financial Advisors, LLC 3.44% Targeted Financial Services LLC 2.77% TRAPHAGEN INVESTMENT ADVISORS LLC 1.9% High Point Wealth Management, LLC 1.78% Maltin Wealth Management, Inc. 3Y 1.61% SWEENEY & MICHEL, LLC 1.59% Yoder Wealth Management, Inc. 1.29% INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.2% Conrad Siegel Investment Advisors, Inc. 3Y 0.82%

FAQ About SMITH SHELLNUT WILSON LLC /ADV and FUTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMITH SHELLNUT WILSON LLC /ADV reported owning FUTY?

SMITH SHELLNUT WILSON LLC /ADV reported FUTY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FUTY position in SMITH SHELLNUT WILSON LLC /ADV's portfolio?

The largest reported portfolio weight for FUTY was 1.06% in 2024 Q3.

What is the latest reported FUTY position on this page?

The most recent filing on this page is 2025 Q3, when SMITH SHELLNUT WILSON LLC /ADV reported 6,022 shares, equal to 0.13% of portfolio, with an estimated market value of $340K.

What does the chart on this FUTY ownership page compare?

The chart compares SMITH SHELLNUT WILSON LLC /ADV's quarterly FUTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SMITH SHELLNUT WILSON LLC /ADV time their FUTY position?

Based on 13F filing dates vs. subsequent FUTY price moves, SMITH SHELLNUT WILSON LLC /ADV correctly timed 15 out of 26 reported position changes (58%). The annualised alpha on FUTY relative to SPY over the holding period was -5.1%.

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