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

Claris Financial’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	$466K	Hold	7,893	–	–	0.26%	89
2025 Q4	$436K	Hold	7,893	–	–	0.23%	96
2025 Q3	$446K	Hold	7,893	–	–	0.25%	90
2025 Q2	$415K	Hold	7,893	–	–	0.31%	81
2025 Q1	$385K	Hold	7,893	–	–	0.25%	91
2024 Q4	$385K	Buy	+7,893	New	+$403K	0.25%	91

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

Claris Financial's FUTY Position: Q1 2026 in Review

Claris Financial held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q1 2026 at 7,893 shares worth $466K. The position accounts for 0.26% of the portfolio, ranked #89.

Claris Financial first reported a position in FUTY in Q4 2024 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Claris Financial held 7,893 shares of Fidelity MSCI Utilities Index ETF worth $466K as of Q1 2026.
Claris Financial left its Fidelity MSCI Utilities Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Utilities Index ETF made up 0.26% of Claris Financial's portfolio in Q1 2026, its #89 holding.
Claris Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.