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

Asset One 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	$504K	Buy	8,641 +2,352	+37%	+$138K	0.05%	224
2026 Q1	$365K	Hold	6,289	–	–	0.04%	249
2025 Q4	$347K	Buy	+6,289	New	+$360K	0.05%	204

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

Asset One Wealth Management's FUTY Position: Q2 2026 in Review

Asset One Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 37% in Q2 2026, buying an estimated $138K and bringing the position to 8,641 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #224.

Asset One Wealth Management first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Asset One Wealth Management held 8,641 shares of Fidelity MSCI Utilities Index ETF worth $504K as of Q2 2026.
Asset One Wealth Management bought 2,352 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $138K.
Fidelity MSCI Utilities Index ETF made up 0.05% of Asset One Wealth Management's portfolio in Q2 2026, its #224 holding.
Asset One Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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