AWM
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Abound Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Abound Wealth 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
2026
Q2 		– Sell
-22
Closed -$1.3K – 1453
2026
Q1 		$1.3K Buy
+22
New +$1.27K ﹤0.01% 964
2024
Q2 		– Sell
-7
Closed -$300 – 1222
2024
Q1 		$300 Buy
+7
New +$282 ﹤0.01% 1133
2023
Q4 		– Sell
-12,092
Closed -$459K – 1379
2023
Q3 		$459K Sell
12,092
-3,335
-22% -$138K 0.2% 35
2023
Q2 		$652K Sell
15,427
-28,685
-65% -$1.25M 0.27% 30
2023
Q1 		$1.93M Sell
44,112
-11,223
-20% -$493K 0.87% 18
2022
Q4 		$2.52M Buy
55,335
+34,985
+172% +$1.54M 1.23% 16
2022
Q3 		$859K Buy
20,350
+4,108
+25% +$194K 0.46% 26
2022
Q2 		$733K Buy
+16,242
New +$757K 0.41% 28

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Abound Wealth Management's FUTY Position: Q2 2026 in Review

Abound Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 22 shares — an estimated $1.3K sold.

Abound Wealth Management first reported a position in FUTY in Q2 2022 and held it in 8 quarters. The position peaked at $2.52M in Q4 2022. 45 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Abound Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 22 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.3K.
  • Abound Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 8 quarters.
  • Abound Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.52M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.