Barrett & Company’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Barrett & Company’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	$643	Hold	11	–	–	﹤0.01%	676
2026 Q1	$650	Hold	11	–	–	﹤0.01%	627
2025 Q4	$608	Hold	11	–	–	﹤0.01%	639
2025 Q3	$621	Hold	11	–	–	﹤0.01%	622
2025 Q2	$579	Hold	11	–	–	﹤0.01%	620
2025 Q1	$560	Hold	11	–	–	﹤0.01%	598
2024 Q4	$536	Buy	+11	New	+$561	﹤0.01%	597

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

Barrett & Company's FUTY Position: Q2 2026 in Review

Barrett & Company held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 11 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Barrett & Company first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $650 in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Barrett & Company held 11 shares of Fidelity MSCI Utilities Index ETF worth $643 as of Q2 2026.
Barrett & Company left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #676 holding.
Barrett & Company first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
Barrett & Company's Fidelity MSCI Utilities Index ETF position peaked at $650 in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.