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

Beaumont Financial 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 Q1	$3.15M	Buy	53,356 +1,159	+2%	+$67.2K	0.22%	80
2025 Q4	$2.88M	Sell	52,197 -35	-0.1%	-$2K	0.19%	76
2025 Q3	$2.95M	Sell	52,232 -5,785	-10%	-$316K	0.2%	73
2025 Q2	$3.05M	Sell	58,017 -708	-1%	-$36.4K	0.22%	70
2025 Q1	$2.99M	Sell	58,725 -2,106	-3%	-$106K	0.23%	70
2024 Q4	$2.97M	Buy	60,831 +7,854	+15%	+$401K	0.22%	71
2024 Q3	$2.75M	Sell	52,977 -2,160	-4%	-$103K	0.21%	70
2024 Q2	$2.42M	Sell	55,137 -214	-0.4%	-$9.48K	0.19%	78
2024 Q1	$2.35M	Sell	55,351 -2,641	-5%	-$106K	0.19%	75
2023 Q4	$2.37M	Buy	57,992 +33,119	+133%	+$1.3M	0.22%	70
2023 Q3	$943K	Buy	+24,873	New	+$1.03M	0.09%	126
2023 Q1	–	Sell	-52,381	Closed	-$2.39M	–	328
2022 Q4	$2.39M	Buy	52,381 +9,679	+23%	+$426K	0.24%	56
2022 Q3	$1.8M	Buy	+42,702	New	+$2.02M	0.17%	80
2022 Q1	–	Sell	-24,745	Closed	-$1.15M	–	367
2021 Q4	$1.15M	Sell	24,745 -13,691	-36%	-$598K	0.08%	131
2021 Q3	$1.58M	Buy	38,436 +11,705	+44%	+$505K	0.12%	111
2021 Q2	$1.1M	Sell	26,731 -5,982	-18%	-$253K	0.08%	133
2021 Q1	$1.36M	Sell	32,713 -3,332	-9%	-$134K	0.12%	114
2020 Q4	$1.46M	Buy	36,045 +4,764	+15%	+$194K	0.13%	112
2020 Q3	$1.19M	Sell	31,281 -231,385	-88%	-$8.83M	0.11%	128
2020 Q2	$9.58M	Buy	262,666 +250,284	+2,021%	+$9.33M	1%	33
2020 Q1	$444K	Sell	12,382 -406,694	-97%	-$16.9M	0.06%	153
2019 Q4	$17.7M	Sell	419,076 -61,603	-13%	-$2.56M	1.74%	19
2019 Q3	$20.4M	Sell	480,679 -59,974	-11%	-$2.43M	2.04%	11
2019 Q2	$21.2M	Buy	540,653 +9,818	+2%	+$379K	2.2%	13
2019 Q1	$20.3M	Sell	530,835 -1,190,136	-69%	-$43.6M	2.18%	8
2018 Q4	$60M	Buy	1,720,971 +1,009,661	+142%	+$36.1M	9.79%	1
2018 Q3	$24.8M	Buy	+711,310	New	+$24.9M	2.47%	10
2018 Q1	–	Sell	-600,255	Closed	-$20.7M	–	214
2017 Q4	$20.7M	Sell	600,255 -1,984	-0.3%	-$70.9K	2.43%	8
2017 Q3	$20.8M	Buy	602,239 +25,120	+4%	+$876K	2.6%	6
2017 Q2	$19.5M	Buy	577,119 +77,804	+16%	+$2.65M	2.53%	7
2017 Q1	$16.6M	Buy	+499,315	New	+$16.2M	2.27%	8
2016 Q4	–	Sell	-313,366	Closed	-$9.91M	–	158
2016 Q3	$9.91M	Sell	313,366 -86,665	-22%	-$2.84M	1.57%	18
2016 Q2	$13.5M	Sell	400,031 -168,794	-30%	-$5.36M	2.22%	8
2016 Q1	$18.1M	Buy	+568,825	New	+$16.8M	2.94%	3
2015 Q1	–	Sell	-1,032,496	Closed	-$31.6M	–	148
2014 Q4	$31.6M	Buy	+1,032,496	New	+$30.2M	1.52%	24
2014 Q3	–	Sell	-946,662	Closed	-$27.3M	–	166
2014 Q2	$27.3M	Buy	+946,662	New	+$26.2M	1.94%	4

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

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

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

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Beaumont Financial Advisors's FUTY Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.2% in Q1 2026, buying an estimated $67.2K and bringing the position to 53,356 shares worth $3.15M. The position accounts for 0.22% of the portfolio, ranked #80.

Beaumont Financial Advisors first reported a position in FUTY in Q2 2014 and has held it in 36 quarters since. The position peaked at $60M in Q4 2018. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Beaumont Financial Advisors held 53,356 shares of Fidelity MSCI Utilities Index ETF worth $3.15M as of Q1 2026.
Beaumont Financial Advisors bought 1,159 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $67.2K.
Fidelity MSCI Utilities Index ETF made up 0.22% of Beaumont Financial Advisors's portfolio in Q1 2026, its #80 holding.
Beaumont Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2014 and has held it in 36 quarters since.
Beaumont Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $60M in Q4 2018.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.