Atria Wealth Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$961K	Sell	18,234 -801	-4%	-$41.2K	0.02%	652
2025 Q1	$970K	Buy	19,035 +1,112	+6%	+$56K	0.01%	912
2024 Q4	$874K	Sell	17,923 -511	-3%	-$26.1K	0.01%	978
2024 Q3	$955K	Sell	18,434 -13,235	-42%	-$633K	0.01%	933
2024 Q2	$1.39M	Buy	31,669 +7,312	+30%	+$324K	0.02%	762
2024 Q1	$1.03M	Buy	24,357 +54	+0.2%	+$2.17K	0.01%	893
2023 Q4	$993K	Sell	24,303 -1,308	-5%	-$51.4K	0.01%	863
2023 Q3	$971K	Sell	25,611 -1,071	-4%	-$44.5K	0.01%	822
2023 Q2	$1.13M	Sell	26,682 -183	-0.7%	-$7.96K	0.02%	794
2023 Q1	$1.18M	Sell	26,865 -1,162	-4%	-$51.1K	0.02%	733
2022 Q4	$1.28M	Sell	28,027 -18	-0.1%	-$792	0.02%	654
2022 Q3	$1.18M	Buy	28,045 +984	+4%	+$46.4K	0.02%	660
2022 Q2	$1.22M	Sell	27,061 -15,254	-36%	-$711K	0.02%	620
2022 Q1	$2.03M	Buy	+42,315	New	+$1.89M	0.03%	479

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's FUTY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.2% in Q2 2025, selling an estimated $41.2K and leaving 18,234 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #652.

Atria Wealth Solutions first reported a position in FUTY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2022. 232 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

Atria Wealth Solutions held 18,234 shares of Fidelity MSCI Utilities Index ETF worth $961K as of Q2 2025.
Atria Wealth Solutions sold 801 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $41.2K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #652 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity MSCI Utilities Index ETF position peaked at $2.03M in Q1 2022.
232 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.