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

AE 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	$109M	Buy	1,865,665 +176,824	+10%	+$10.3M	0.51%	47
2026 Q1	$99.8M	Buy	1,688,841 +317,477	+23%	+$18.4M	0.54%	41
2025 Q4	$75.7M	Buy	1,371,364 +329,549	+32%	+$18.9M	0.43%	55
2025 Q3	$58.8M	Buy	1,041,815 +168,631	+19%	+$9.21M	0.38%	59
2025 Q2	$45.9M	Buy	873,184 +1,926	+0.2%	+$99K	0.34%	75
2025 Q1	$44.4M	Buy	871,258 +111,512	+15%	+$5.62M	0.37%	65
2024 Q4	$37.1M	Buy	759,746 +129,149	+20%	+$6.59M	0.31%	80
2024 Q3	$32.7M	Buy	630,597 +83,030	+15%	+$3.97M	0.3%	85
2024 Q2	$24.1M	Buy	547,567 +13,515	+3%	+$599K	0.24%	93
2024 Q1	$22.7M	Buy	534,052 +85,041	+19%	+$3.42M	0.26%	97
2023 Q4	$17.7M	Buy	449,011 +184,802	+70%	+$7.26M	0.09%	261
2023 Q3	$10M	Buy	264,209 +95,986	+57%	+$3.99M	0.06%	377
2023 Q2	$7.11M	Buy	168,223 +50,930	+43%	+$2.21M	0.04%	450
2023 Q1	$5.14M	Buy	117,293 +25,537	+28%	+$1.12M	0.03%	502
2022 Q4	$4.18M	Buy	91,756 +7,729	+9%	+$340K	0.03%	522
2022 Q3	$3.55M	Buy	+84,027	New	+$3.97M	0.03%	515
2021 Q1	–	Sell	-25,719	Closed	-$1.04M	–	1509
2020 Q4	$1.04M	Sell	25,719 -1,622	-6%	-$66K	0.01%	700
2020 Q3	$1.04M	Buy	27,341 +996	+4%	+$38K	0.01%	623
2020 Q2	$961K	Sell	26,345 -5,719	-18%	-$213K	0.01%	640
2020 Q1	$1.15M	Sell	32,064 -747	-2%	-$31.1K	0.03%	446
2019 Q4	$1.39M	Buy	32,811 +4,613	+16%	+$192K	0.03%	454
2019 Q3	$1.2M	Buy	28,198 +1,287	+5%	+$52.2K	0.03%	406
2019 Q2	$1.06M	Buy	+26,911	New	+$1.04M	0.03%	398

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 10% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,865,665 shares worth $109M. The position accounts for 0.51% of the portfolio, ranked #47.

AE Wealth Management first reported a position in FUTY in Q2 2019 and has held it in 23 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

AE Wealth Management held 1,865,665 shares of Fidelity MSCI Utilities Index ETF worth $109M as of Q2 2026.
AE Wealth Management bought 176,824 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $10.3M.
Fidelity MSCI Utilities Index ETF made up 0.51% of AE Wealth Management's portfolio in Q2 2026, its #47 holding.
AE Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and has held it in 23 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.