Acorn Financial Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Acorn Financial Advisory 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	$245K	Buy	4,188 +704	+20%	+$41.2K	0.03%	193
2026 Q1	$206K	Buy	+3,484	New	+$202K	0.03%	206

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 22.9% 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

Acorn Financial Advisory Services's FUTY Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 20% in Q2 2026, buying an estimated $41.2K and bringing the position to 4,188 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #193.

Acorn Financial Advisory Services first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Acorn Financial Advisory Services held 4,188 shares of Fidelity MSCI Utilities Index ETF worth $245K as of Q2 2026.
Acorn Financial Advisory Services bought 704 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $41.2K.
Fidelity MSCI Utilities Index ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #193 holding.
Acorn Financial Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.