1 North Wealth Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

1 North Wealth Services’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 Q2	$3.04K	Buy	+52	New	+$3.04K	﹤0.01%	265

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

1 North Wealth Services's FUTY Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 52 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

1 North Wealth Services held 52 shares of Fidelity MSCI Utilities Index ETF worth $3.04K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new 1 North Wealth Services position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #265 holding.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.