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Arkadios Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Arkadios Wealth Advisors’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 		$888K Sell
15,195
-89
-0.6% -$5.21K 0.01% 857
2026
Q1 		$903K Sell
15,284
-87
-0.6% -$5.04K 0.01% 839
2025
Q4 		$849K Buy
15,371
+738
+5% +$42.3K 0.02% 769
2025
Q3 		$826K Sell
14,633
-15
-0.1% -$819 0.02% 723
2025
Q2 		$770K Sell
14,648
-68,706
-82% -$3.53M 0.02% 678
2025
Q1 		$4.25M Buy
83,354
+78,065
+1,476% +$3.93M 0.16% 142
2024
Q4 		$258K Sell
5,289
-1,001
-16% -$51.1K 0.01% 776
2024
Q3 		$326K Buy
6,290
+15
+0.2% +$717 0.02% 677
2024
Q2 		$276K Buy
6,275
+980
+19% +$43.4K 0.02% 660
2024
Q1 		$225K Hold
5,295
– – 0.02% 626
2023
Q4 		$216K Sell
5,295
-75
-1% -$2.94K 0.02% 628
2023
Q3 		$204K Sell
5,370
-30
-0.6% -$1.25K 0.02% 618
2023
Q2 		$228K Buy
+5,400
New +$235K 0.03% 528
2022
Q2 		– Sell
-4,307
Closed -$206K – 567
2022
Q1 		$206K Sell
4,307
-2,170
-34% -$97.1K 0.03% 531
2021
Q4 		$300K Hold
6,477
– – 0.04% 454
2021
Q3 		$266K Sell
6,477
-1,415
-18% -$61K 0.04% 431
2021
Q2 		$323K Buy
7,892
+4,303
+120% +$182K 0.04% 436
2021
Q1 		$148K Sell
3,589
-1,368
-28% -$55.1K 0.02% 456
2020
Q4 		$201K Buy
4,957
+3,078
+164% +$125K 0.04% 325
2020
Q3 		$76.8K Buy
1,879
+84
+5% +$3.21K 0.04% 334
2020
Q2 		$67.6K Sell
1,795
-371
-17% -$13.8K 0.04% 319
2020
Q1 		$77.8K Buy
2,166
+1,799
+490% +$74.8K 0.05% 272
2019
Q4 		$16.7K Buy
+367
New +$15.3K 0.01% 493

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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

Arkadios Wealth Advisors's FUTY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.58% in Q2 2026, selling an estimated $5.21K and leaving 15,195 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #857.

Arkadios Wealth Advisors first reported a position in FUTY in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.25M in Q1 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Arkadios Wealth Advisors held 15,195 shares of Fidelity MSCI Utilities Index ETF worth $888K as of Q2 2026.
  • Arkadios Wealth Advisors sold 89 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $5.21K.
  • Fidelity MSCI Utilities Index ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #857 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $4.25M in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.