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Ballew Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Ballew Advisors’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 		$365K Buy
6,181
+72
+1% +$4.21K 0.19% 90
2026
Q1 		$371K Sell
6,109
-144
-2% -$8.35K 0.21% 86
2025
Q4 		$348K Buy
6,253
+2
+0% +$115 0.2% 84
2025
Q3 		$371K Sell
6,251
-311
-5% -$17K 0.21% 84
2025
Q2 		$346K Sell
6,562
-589
-8% -$30.3K 0.21% 82
2025
Q1 		$353K Buy
7,151
+1,205
+20% +$60.7K 0.24% 78
2024
Q4 		$286K Buy
5,946
+2
+0% +$102 0.18% 89
2024
Q3 		$300K Sell
5,944
-170
-3% -$8.13K 0.2% 84
2024
Q2 		$275K Sell
6,114
-181
-3% -$8.02K 0.18% 87
2024
Q1 		$263K Sell
6,295
-3,006
-32% -$121K 0.18% 87
2023
Q4 		$374K Sell
9,301
-2,499
-21% -$98.1K 0.28% 74
2023
Q3 		$431K Sell
11,800
-68
-0.6% -$2.82K 0.35% 69
2023
Q2 		$505K Hold
11,868
– – 0.36% 68
2023
Q1 		$496K Sell
11,868
-277
-2% -$12.2K 0.36% 69
2022
Q4 		$565K Buy
12,145
+276
+2% +$12.1K 0.43% 53
2022
Q3 		$489K Buy
11,869
+38
+0.3% +$1.79K 0.44% 53
2022
Q2 		$530K Sell
11,831
-94
-0.8% -$4.38K 0.48% 48
2022
Q1 		$583K Sell
11,925
-2
-0% -$90 0.45% 54
2021
Q4 		$536K Buy
11,927
+67
+0.6% +$2.92K 0.37% 66
2021
Q3 		$497K Sell
11,860
-33
-0.3% -$1.42K 0.37% 63
2021
Q2 		$495K Sell
11,893
-11,835
-50% -$501K 0.34% 67
2021
Q1 		$984K Buy
23,728
+12,163
+105% +$490K 0.36% 63
2020
Q4 		$465K Buy
11,565
+28
+0.2% +$1.14K 0.36% 60
2020
Q3 		$453K Buy
11,537
+115
+1% +$4.39K 0.38% 52
2020
Q2 		$420K Sell
11,422
-467
-4% -$17.4K 0.41% 49
2020
Q1 		$427K Buy
11,889
+46
+0.4% +$1.91K 0.48% 40
2019
Q4 		$496K Buy
11,843
+340
+3% +$14.1K 0.42% 49
2019
Q3 		$482K Buy
+11,503
New +$466K 0.44% 52

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ballew Advisors's FUTY Position: Q2 2026 in Review

Ballew Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.2% in Q2 2026, buying an estimated $4.21K and bringing the position to 6,181 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #90.

Ballew Advisors first reported a position in FUTY in Q3 2019 and has held it in 28 quarters since. The position peaked at $984K in Q1 2021. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Ballew Advisors held 6,181 shares of Fidelity MSCI Utilities Index ETF worth $365K as of Q2 2026.
  • Ballew Advisors bought 72 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $4.21K.
  • Fidelity MSCI Utilities Index ETF made up 0.19% of Ballew Advisors's portfolio in Q2 2026, its #90 holding.
  • Ballew Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and has held it in 28 quarters since.
  • Ballew Advisors's Fidelity MSCI Utilities Index ETF position peaked at $984K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.