Avantax Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Avantax Advisory Services’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	$1.72M	Sell	32,785 -4,574	-12%	-$235K	0.01%	878
2025 Q1	$1.9M	Sell	37,359 -5,777	-13%	-$291K	0.01%	761
2024 Q4	$2.1M	Sell	43,136 -741	-2%	-$37.8K	0.01%	690
2024 Q3	$2.27M	Buy	43,877 +18,234	+71%	+$872K	0.01%	640
2024 Q2	$1.13M	Sell	25,643 -1,375	-5%	-$60.9K	0.01%	917
2024 Q1	$1.15M	Buy	27,018 +75	+0.3%	+$3.02K	0.01%	700
2023 Q4	$1.1M	Buy	+26,943	New	+$1.06M	0.01%	676
2022 Q4	–	Sell	-6,585	Closed	-$278K	–	1438
2022 Q3	$278K	Sell	6,585 -797	-11%	-$37.6K	﹤0.01%	1046
2022 Q2	$333K	Sell	7,382 -1,421	-16%	-$66.2K	0.01%	963
2022 Q1	$421K	Buy	+8,803	New	+$394K	0.01%	854
2021 Q2	–	Sell	-7,022	Closed	-$290K	–	1149
2021 Q1	$290K	Sell	7,022 -2,888	-29%	-$116K	0.01%	820
2020 Q4	$400K	Sell	9,910 -7,485	-43%	-$304K	0.01%	626
2020 Q3	$667K	Sell	17,395 -3,260	-16%	-$124K	0.01%	698
2020 Q2	$755K	Buy	20,655 +1,310	+7%	+$48.8K	0.02%	392
2020 Q1	$695K	Buy	+19,345	New	+$805K	0.02%	361

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avantax Advisory Services's FUTY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 12% in Q2 2025, selling an estimated $235K and leaving 32,785 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #878.

Avantax Advisory Services first reported a position in FUTY in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.27M in Q3 2024. 231 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

Avantax Advisory Services held 32,785 shares of Fidelity MSCI Utilities Index ETF worth $1.72M as of Q2 2025.
Avantax Advisory Services sold 4,574 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $235K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #878 holding.
Avantax Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $2.27M in Q3 2024.
231 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.