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Action Point Financial Planning’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Action Point Financial Planning’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 		$310K Buy
+5,319
New +$311K 0.03% 350

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Action Point Financial Planning's FUTY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 5,319 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #350 among its holdings.

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

  • Action Point Financial Planning held 5,319 shares of Fidelity MSCI Utilities Index ETF worth $310K as of Q2 2026.
  • Fidelity MSCI Utilities Index ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #350 holding.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.