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

Avaii 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
Q3 		$638K Sell
12,386
-130,747
-91% -$7.33M 0.18% 76
2026
Q2 		$8.36M Buy
+143,133
New +$8.37M 2.46% 13

Other funds holding FUTY

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Avaii Wealth Management's FUTY Position: Q3 2026 in Review

Avaii Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 91% in Q3 2026, selling an estimated $7.33M and leaving 12,386 shares worth $638K. The position accounts for 0.18% of the portfolio, ranked #76.

Avaii Wealth Management first reported a position in FUTY in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.36M in Q2 2026. 14 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Avaii Wealth Management held 12,386 shares of Fidelity MSCI Utilities Index ETF worth $638K as of Q3 2026.
  • Avaii Wealth Management sold 130,747 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $7.33M.
  • Fidelity MSCI Utilities Index ETF made up 0.18% of Avaii Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Avaii Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $8.36M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.