Bank of Montreal
FUTY icon

Bank of Montreal’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-3
Closed -$166 – 3840
2025
Q4 		$166 Hold
3
– – ﹤0.01% 3578
2025
Q3 		$169 Buy
+3
New +$164 ﹤0.01% 3496
2025
Q1 		– Sell
-5
Closed -$244 – 3587
2024
Q4 		$244 Sell
5
-5,160
-100% -$263K ﹤0.01% 3480
2024
Q3 		$267K Buy
5,165
+4,195
+432% +$201K ﹤0.01% 2854
2024
Q2 		$44.9K Buy
970
+5
+0.5% +$222 ﹤0.01% 3445
2024
Q1 		$41K Buy
+965
New +$38.8K ﹤0.01% 3484

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's FUTY Position: Q1 2026 in Review

Bank of Montreal sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 3 shares — an estimated $166 sold.

Bank of Montreal first reported a position in FUTY in Q1 2024 and held it in 6 quarters. The position peaked at $267K in Q3 2024. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Bank of Montreal reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 3 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $166.
  • Bank of Montreal first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and held it in 6 quarters.
  • Bank of Montreal's Fidelity MSCI Utilities Index ETF position peaked at $267K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.