Avalon Trust’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Avalon Trust’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	$81.8K	Hold	1,400	–	–	0.01%	234
2026 Q1	$82.7K	Hold	1,400	–	–	0.01%	233
2025 Q4	$77.3K	Hold	1,400	–	–	0.01%	234
2025 Q3	$79.1K	Sell	1,400 -3,200	-70%	-$175K	0.01%	260
2025 Q2	$242K	Buy	+4,600	New	+$237K	0.02%	131
2024 Q2	–	Sell	-285	Closed	-$12.1K	–	328
2024 Q1	$12.1K	Hold	285	–	–	﹤0.01%	289
2023 Q4	$11.6K	Hold	285	–	–	﹤0.01%	291
2023 Q3	$10.8K	Buy	+285	New	+$11.8K	﹤0.01%	259

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 22.96% 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

Avalon Trust's FUTY Position: Q2 2026 in Review

Avalon Trust held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 1,400 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #234.

Avalon Trust first reported a position in FUTY in Q3 2023 and has held it in 8 quarters since. The position peaked at $242K in Q2 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Avalon Trust held 1,400 shares of Fidelity MSCI Utilities Index ETF worth $81.8K as of Q2 2026.
Avalon Trust left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #234 holding.
Avalon Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and has held it in 8 quarters since.
Avalon Trust's Fidelity MSCI Utilities Index ETF position peaked at $242K in Q2 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.