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

Advisory Services Network’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 Q1	$489K	Buy	8,287 +1,968	+31%	+$114K	0.01%	1304
2025 Q4	$349K	Buy	6,319 +1,132	+22%	+$64.8K	﹤0.01%	1396
2025 Q3	$293K	Sell	5,187 -48	-0.9%	-$2.62K	﹤0.01%	1479
2025 Q2	$289K	Sell	5,235 -79,376	-94%	-$4.08M	﹤0.01%	1430
2025 Q1	$4.31M	Buy	84,611 +2,333	+3%	+$118K	0.08%	270
2024 Q4	$4.01M	Sell	82,278 -23,730	-22%	-$1.21M	0.07%	301
2024 Q3	$4.66M	Hold	106,008	–	–	0.1%	224
2024 Q2	$4.66M	Buy	106,008 +125	+0.1%	+$5.54K	0.1%	224
2024 Q1	$4.49M	Buy	105,883 +12,018	+13%	+$484K	0.1%	225
2023 Q4	$3.84M	Sell	93,865 -22,901	-20%	-$899K	0.09%	243
2023 Q3	$4.43M	Sell	116,766 -368	-0.3%	-$15.3K	0.12%	197
2023 Q2	$4.95M	Buy	117,134 +2,232	+2%	+$97.1K	0.13%	185
2023 Q1	$5.03M	Sell	114,902 -1,145	-1%	-$50.3K	0.14%	176
2022 Q4	$5.29M	Sell	116,047 -28,784	-20%	-$1.27M	0.16%	149
2022 Q3	$6.12M	Sell	144,831 -41,957	-22%	-$1.98M	0.22%	104
2022 Q2	$8.43M	Buy	186,788 +41,980	+29%	+$1.96M	0.29%	75
2022 Q1	$6.94M	Buy	144,808 +48,779	+51%	+$2.18M	0.2%	102
2021 Q4	$4.45M	Buy	96,029 +7,826	+9%	+$342K	0.13%	190
2021 Q3	$3.63M	Sell	88,203 -28,927	-25%	-$1.25M	0.12%	223
2021 Q2	$4.81M	Sell	117,130 -6,381	-5%	-$270K	0.15%	167
2021 Q1	$5.12M	Sell	123,511 -33,489	-21%	-$1.35M	0.19%	127
2020 Q4	$6.37M	Buy	157,000 +1,535	+1%	+$62.4K	0.26%	79
2020 Q3	$5.9M	Buy	155,465 +2,022	+1%	+$77.1K	0.28%	77
2020 Q2	$5.6M	Buy	153,443 +4,909	+3%	+$183K	0.31%	73
2020 Q1	$5.33M	Sell	148,534 -66,772	-31%	-$2.78M	0.35%	60
2019 Q4	$9.11M	Sell	215,306 -22,181	-9%	-$923K	0.48%	31
2019 Q3	$9.33M	Hold	237,487	–	–	0.57%	24
2019 Q2	$9.33M	Buy	237,487 +19,197	+9%	+$742K	0.57%	24
2019 Q1	$8.36M	Buy	218,290 +87,138	+66%	+$3.19M	0.59%	22
2018 Q4	$4.57M	Buy	131,152 +75,752	+137%	+$2.71M	0.4%	42
2018 Q3	$1.93M	Buy	55,400 +761	+1%	+$26.7K	0.14%	188
2018 Q2	$1.9M	Buy	54,639 +45,859	+522%	+$1.52M	0.15%	188
2018 Q1	$290K	Sell	8,780 -879	-9%	-$28.7K	0.02%	669
2017 Q4	$333K	Sell	9,659 -7,948	-45%	-$284K	0.03%	616
2017 Q3	$608K	Sell	17,607 -38,443	-69%	-$1.34M	0.07%	351
2017 Q2	$1.89M	Buy	56,050 +30,948	+123%	+$1.05M	0.25%	98
2017 Q1	$836K	Buy	+25,102	New	+$814K	0.12%	228
2016 Q3	$1.5M	Buy	47,342 +24,961	+112%	+$817K	0.28%	80
2016 Q2	$758K	Buy	22,381 +17,768	+385%	+$564K	0.17%	157
2016 Q1	$147K	Buy	4,613 +1,874	+68%	+$55.5K	0.04%	440
2015 Q4	$76K	Sell	2,739 -86	-3%	-$2.39K	0.02%	493
2015 Q3	$78K	Buy	2,825 +1	+0%	+$27	0.02%	445
2015 Q2	$75K	Sell	2,824 -2,843	-50%	-$80.1K	0.02%	434
2015 Q1	$165K	Buy	5,667 +5,516	+3,653%	+$165K	0.05%	306
2014 Q4	$5K	Buy	+151	New	+$4.42K	﹤0.01%	892

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's FUTY Position: Q1 2026 in Review

Advisory Services Network increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 31% in Q1 2026, buying an estimated $114K and bringing the position to 8,287 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #1304.

Advisory Services Network first reported a position in FUTY in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.33M in Q3 2019. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Advisory Services Network held 8,287 shares of Fidelity MSCI Utilities Index ETF worth $489K as of Q1 2026.
Advisory Services Network bought 1,968 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $114K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1304 holding.
Advisory Services Network first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2014 and has held it in 45 quarters since.
Advisory Services Network's Fidelity MSCI Utilities Index ETF position peaked at $9.33M in Q3 2019.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.