Brinker Capital Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Brinker Capital Investments’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	–	Sell	-36,639	Closed	-$2.16M	–	1977
2026 Q1	$2.16M	Sell	36,639 -7,681	-17%	-$445K	0.02%	726
2025 Q4	$2.45M	Buy	44,320 +3,590	+9%	+$206K	0.02%	744
2025 Q3	$2.3M	Buy	40,730 +5,105	+14%	+$279K	0.02%	768
2025 Q2	$1.87M	Buy	35,625 +2,349	+7%	+$121K	0.02%	816
2025 Q1	$1.7M	Sell	33,276 -174	-0.5%	-$8.77K	0.02%	798
2024 Q4	$1.63M	Sell	33,450 -374	-1%	-$19.1K	0.02%	798
2024 Q3	$1.75M	Sell	33,824 -1,321	-4%	-$63.2K	0.02%	760
2024 Q2	$1.54M	Buy	+35,145	New	+$1.56M	0.02%	773

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 22.9% 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

Brinker Capital Investments's FUTY Position: Q2 2026 in Review

Brinker Capital Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 36,639 shares — an estimated $2.16M sold.

Brinker Capital Investments first reported a position in FUTY in Q2 2024 and held it in 8 quarters. The position peaked at $2.45M in Q4 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Brinker Capital Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 36,639 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $2.16M.
Brinker Capital Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and held it in 8 quarters.
Brinker Capital Investments's Fidelity MSCI Utilities Index ETF position peaked at $2.45M in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.