Concord Wealth Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Concord Wealth Partners’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	$1.69K	Buy	+29	New	+$1.7K	﹤0.01%	749
2026 Q1	–	Sell	-29	Closed	-$1.6K	–	416
2025 Q4	$1.6K	Hold	29	–	–	﹤0.01%	708
2025 Q3	$1.64K	Hold	29	–	–	﹤0.01%	721
2025 Q2	$1.52K	Hold	29	–	–	﹤0.01%	741
2025 Q1	$1.48K	Hold	29	–	–	﹤0.01%	705
2024 Q4	$1.41K	Hold	29	–	–	﹤0.01%	749
2024 Q3	$1.5K	Sell	29 -3	-9%	-$143	﹤0.01%	781
2024 Q2	$1.41K	Hold	32	–	–	﹤0.01%	697
2024 Q1	$1.36K	Hold	32	–	–	﹤0.01%	777
2023 Q4	$1.31K	Sell	32 -31	-49%	-$1.22K	﹤0.01%	745
2023 Q3	$2.39K	Sell	63 -16	-20%	-$664	﹤0.01%	843
2023 Q2	$3.34K	Sell	79 -5	-6%	-$217	﹤0.01%	791
2023 Q1	$3.68K	Sell	84 -280	-77%	-$12.3K	﹤0.01%	721
2022 Q4	$16.6K	Buy	+364	New	+$16K	0.01%	560
2022 Q3	–	Sell	-84	Closed	-$4K	–	525
2022 Q2	$4K	Hold	84	–	–	﹤0.01%	867
2022 Q1	$4K	Sell	84 -119	-59%	-$5.33K	﹤0.01%	963
2021 Q4	$9K	Buy	203 +149	+276%	+$6.51K	﹤0.01%	803
2021 Q3	$2K	Sell	54 -42	-44%	-$1.81K	﹤0.01%	750
2021 Q2	$4K	Sell	96 -80	-45%	-$3.39K	﹤0.01%	766
2021 Q1	$7K	Buy	176 +145	+468%	+$5.84K	﹤0.01%	626
2020 Q4	$1K	Buy	+31	New	+$1.26K	﹤0.01%	621

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

Concord Wealth Partners's FUTY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 29 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FUTY as recently as Q4 2025.

Concord Wealth Partners first reported a position in FUTY in Q4 2020 and has held it in 21 quarters since. The position peaked at $16.6K in Q4 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Concord Wealth Partners held 29 shares of Fidelity MSCI Utilities Index ETF worth $1.69K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #749 holding.
Concord Wealth Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Fidelity MSCI Utilities Index ETF position peaked at $16.6K in Q4 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.