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Conrad Siegel Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Conrad Siegel Investment Advisors’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 		$4.67M Buy
79,977
+2,681
+3% +$157K 0.76% 16
2026
Q1 		$4.57M Buy
77,296
+6,498
+9% +$377K 0.82% 16
2025
Q4 		$3.91M Sell
70,798
-3,851
-5% -$221K 0.74% 17
2025
Q3 		$4.22M Buy
74,649
+343
+0.5% +$18.7K 0.88% 13
2025
Q2 		$3.91M Sell
74,306
-1,662
-2% -$85.5K 0.88% 13
2025
Q1 		$3.87M Sell
75,968
-2,500
-3% -$126K 0.99% 12
2024
Q4 		$3.83M Buy
78,468
+9,278
+13% +$473K 1.03% 10
2024
Q3 		$3.59M Buy
69,190
+257
+0.4% +$12.3K 0.97% 11
2024
Q2 		$3.03M Sell
68,933
-6,106
-8% -$270K 0.88% 13
2024
Q1 		$3.18M Buy
75,039
+391
+0.5% +$15.7K 0.93% 13
2023
Q4 		$3.05M Buy
74,648
+9,640
+15% +$378K 1.39% 8
2023
Q3 		$2.47M Buy
65,008
+12,534
+24% +$521K 1.27% 7
2023
Q2 		$2.22M Buy
52,474
+11,599
+28% +$504K 1.72% 7
2023
Q1 		$1.79M Sell
40,875
-2,711
-6% -$119K 1.59% 7
2022
Q4 		$1.99M Buy
43,586
+3,492
+9% +$154K 1.99% 7
2022
Q3 		$1.69M Buy
40,094
+3,407
+9% +$161K 1.91% 10
2022
Q2 		$1.66M Hold
36,687
– – 1.8% 12
2022
Q1 		$1.76M Buy
+36,687
New +$1.64M 1.59% 10

Other funds holding FUTY

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM

Conrad Siegel Investment Advisors's FUTY Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 3.5% in Q2 2026, buying an estimated $157K and bringing the position to 79,977 shares worth $4.67M. The position accounts for 0.76% of the portfolio, ranked #16.

Conrad Siegel Investment Advisors first reported a position in FUTY in Q1 2022 and has held it in 18 quarters since. 115 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Conrad Siegel Investment Advisors held 79,977 shares of Fidelity MSCI Utilities Index ETF worth $4.67M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 2,681 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $157K.
  • Fidelity MSCI Utilities Index ETF made up 0.76% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Conrad Siegel Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and has held it in 18 quarters since.
  • 115 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.