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Advocate Investing Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Advocate Investing 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 		$23.4K Hold
400
– – 0.02% 217
2026
Q1 		$23.6K Buy
+400
New +$23.2K 0.02% 196

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Osaic Holdings
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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

Advocate Investing Services's FUTY Position: Q2 2026 in Review

Advocate Investing Services held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 400 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #217.

Advocate Investing Services first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.6K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Advocate Investing Services held 400 shares of Fidelity MSCI Utilities Index ETF worth $23.4K as of Q2 2026.
  • Advocate Investing Services left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #217 holding.
  • Advocate Investing Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Advocate Investing Services's Fidelity MSCI Utilities Index ETF position peaked at $23.6K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.