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

Activest 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	-21	Closed	-$1.25K	–	1406
2026 Q1	$1.25K	Sell	21 -1	-5%	-$58	﹤0.01%	1003
2025 Q4	$1.23K	Hold	22	–	–	﹤0.01%	930
2025 Q3	$1.25K	Sell	22 -16	-42%	-$874	﹤0.01%	845
2025 Q2	$2.01K	Hold	38	–	–	﹤0.01%	688
2025 Q1	$1.94K	Hold	38	–	–	﹤0.01%	661
2024 Q4	$1.84K	Hold	38	–	–	﹤0.01%	434
2024 Q3	$1.95K	Buy	38 +1	+3%	+$48	﹤0.01%	431
2024 Q2	$1.64K	Hold	37	–	–	﹤0.01%	414
2024 Q1	$1.57K	Hold	37	–	–	﹤0.01%	315
2023 Q4	$1.51K	Hold	37	–	–	﹤0.01%	280
2023 Q3	$1.39K	Buy	+37	New	+$1.54K	﹤0.01%	287
2023 Q2	–	Sell	-42	Closed	-$1.81K	–	333
2023 Q1	$1.81K	Buy	+42	New	+$1.85K	﹤0.01%	262
2022 Q3	–	Sell	-11	Closed	-$1K	–	502
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	354
2022 Q1	$1K	Buy	11 +9	+450%	+$403	﹤0.01%	315
2021 Q4	$0	Hold	2	–	–	﹤0.01%	349
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	345
2021 Q2	$1K	Sell	2 -1	-33%	-$42	﹤0.01%	309
2021 Q1	$1K	Buy	+3	New	+$121	﹤0.01%	282

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

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

Activest Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 21 shares — an estimated $1.25K sold.

Activest Wealth Management first reported a position in FUTY in Q1 2021 and held it in 18 quarters. The position peaked at $2.01K in Q2 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Activest Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 21 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.25K.
Activest Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 18 quarters.
Activest Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.01K in Q2 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.