Blue Trust Inc’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Blue Trust Inc’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	$5.9K	Sell	101 -33	-25%	-$1.93K	﹤0.01%	2000
2026 Q1	$7.92K	Sell	134 -31	-19%	-$1.8K	﹤0.01%	1893
2025 Q4	$9.11K	Sell	165 -85	-34%	-$4.87K	﹤0.01%	1887
2025 Q3	$14.1K	Buy	250 +94	+60%	+$5.13K	﹤0.01%	1767
2025 Q2	$8.21K	Sell	156 -7	-4%	-$360	﹤0.01%	1917
2025 Q1	$8.29K	Sell	163 -3	-2%	-$151	﹤0.01%	1975
2024 Q4	$8.08K	Buy	+166	New	+$8.47K	﹤0.01%	2000
2023 Q2	–	Sell	-241	Closed	-$11K	–	2210
2023 Q1	$11K	Buy	241 +58	+32%	+$2.55K	﹤0.01%	1562
2022 Q4	$8K	Buy	183 +49	+37%	+$2.16K	﹤0.01%	1589
2022 Q3	$6K	Buy	134 +103	+332%	+$4.86K	﹤0.01%	1510
2022 Q2	$1K	Buy	+31	New	+$1.44K	﹤0.01%	1779

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

Blue Trust Inc's FUTY Position: Q2 2026 in Review

Blue Trust Inc reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 25% in Q2 2026, selling an estimated $1.93K and leaving 101 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Blue Trust Inc first reported a position in FUTY in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.1K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Blue Trust Inc held 101 shares of Fidelity MSCI Utilities Index ETF worth $5.9K as of Q2 2026.
Blue Trust Inc sold 33 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.93K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2000 holding.
Blue Trust Inc first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 11 quarters since.
Blue Trust Inc's Fidelity MSCI Utilities Index ETF position peaked at $14.1K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.