Allworth Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Allworth Financial’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	$7.42K	Sell	127 -29	-19%	-$1.7K	﹤0.01%	3916
2026 Q1	$9.21K	Buy	156 +13	+9%	+$754	﹤0.01%	3565
2025 Q4	$7.9K	Buy	143 +88	+160%	+$5.04K	﹤0.01%	3423
2025 Q3	$3.11K	Hold	55	–	–	﹤0.01%	3802
2025 Q2	$2.89K	Hold	55	–	–	﹤0.01%	3551
2025 Q1	$2.79K	Hold	55	–	–	﹤0.01%	3066
2024 Q4	$2.77K	Sell	55 -2,000	-97%	-$102K	﹤0.01%	3030
2024 Q3	$106K	Hold	2,055	–	–	﹤0.01%	1060
2024 Q2	$93.3K	Hold	2,055	–	–	﹤0.01%	1107
2024 Q1	$87.2K	Hold	2,055	–	–	﹤0.01%	1067
2023 Q4	$84K	Buy	2,055 +51	+3%	+$2K	﹤0.01%	1012
2023 Q3	$76K	Buy	2,004 +4	+0.2%	+$166	﹤0.01%	979
2023 Q2	$84.6K	Sell	2,000 -1	-0%	-$43	﹤0.01%	949
2023 Q1	$87.7K	Buy	+2,001	New	+$88K	﹤0.01%	899
2022 Q2	–	Sell	-62	Closed	-$3K	–	2533
2022 Q1	$3K	Buy	+62	New	+$2.77K	﹤0.01%	1712

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 22.9% 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

Allworth Financial's FUTY Position: Q2 2026 in Review

Allworth Financial reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 19% in Q2 2026, selling an estimated $1.7K and leaving 127 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Allworth Financial first reported a position in FUTY in Q1 2022 and has held it in 15 quarters since. The position peaked at $106K in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Allworth Financial held 127 shares of Fidelity MSCI Utilities Index ETF worth $7.42K as of Q2 2026.
Allworth Financial sold 29 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.7K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3916 holding.
Allworth Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and has held it in 15 quarters since.
Allworth Financial's Fidelity MSCI Utilities Index ETF position peaked at $106K in Q3 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.