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Belpointe Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Belpointe Asset Management’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
-4,706
Closed -$260K – 1113
2025
Q4 		$260K Buy
+4,706
New +$269K 0.01% 866
2023
Q2 		– Sell
-2,370
Closed -$104K – 1593
2023
Q1 		$104K Sell
2,370
-126
-5% -$5.54K 0.01% 1284
2022
Q4 		$114K Sell
2,496
-1,719
-41% -$75.6K 0.01% 1170
2022
Q3 		$178K Buy
4,215
+24
+0.6% +$1.13K 0.01% 882
2022
Q2 		$189K Buy
4,191
+184
+5% +$8.57K 0.01% 849
2022
Q1 		$192K Sell
4,007
-143
-3% -$6.4K 0.01% 928
2021
Q4 		$193K Buy
4,150
+66
+2% +$2.88K 0.01% 915
2021
Q3 		$168K Sell
4,084
-142
-3% -$6.12K 0.01% 926
2021
Q2 		$174K Buy
4,226
+482
+13% +$20.4K 0.01% 880
2021
Q1 		$155K Hold
3,744
– – 0.01% 838
2020
Q4 		$152K Hold
3,744
– – 0.01% 794
2020
Q3 		$142K Sell
3,744
-250
-6% -$9.54K 0.02% 661
2020
Q2 		$146K Buy
3,994
+187
+5% +$6.97K 0.02% 619
2020
Q1 		$137K Sell
3,807
-100
-3% -$4.16K 0.02% 526
2019
Q4 		$165K Buy
3,907
+50
+1% +$2.08K 0.02% 603
2019
Q3 		$164K Hold
3,857
– – 0.03% 520
2019
Q2 		$151K Sell
3,857
-100
-3% -$3.86K 0.03% 485
2019
Q1 		$152K Buy
3,957
+535
+16% +$19.6K 0.03% 353
2018
Q4 		$119K Hold
3,422
– – 0.03% 448
2018
Q3 		$119K Buy
+3,422
New +$120K 0.02% 599

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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 $85.1B AUM 27.35% 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 $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's FUTY Position: Q1 2026 in Review

Belpointe Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 4,706 shares — an estimated $260K sold.

Belpointe Asset Management first reported a position in FUTY in Q3 2018 and held it in 20 quarters. The position peaked at $260K in Q4 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Belpointe Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 4,706 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $260K.
  • Belpointe Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2018 and held it in 20 quarters.
  • Belpointe Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $260K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.