D.A. Davidson & Co’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

D.A. Davidson & Co’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	$339K	Buy	5,809 +409	+8%	+$23.9K	﹤0.01%	1350
2026 Q1	$319K	Buy	5,400 +233	+5%	+$13.5K	﹤0.01%	1332
2025 Q4	$285K	Sell	5,167 -165	-3%	-$9.45K	﹤0.01%	1332
2025 Q3	$301K	Buy	5,332 +1,024	+24%	+$55.9K	﹤0.01%	1301
2025 Q2	$227K	Buy	4,308 +362	+9%	+$18.6K	﹤0.01%	1314
2025 Q1	$201K	Buy	+3,946	New	+$199K	﹤0.01%	1322
2024 Q4	–	Sell	-23,018	Closed	-$1.19M	–	1448
2024 Q3	$1.19M	Buy	+23,018	New	+$1.1M	0.01%	705
2016 Q1	–	Sell	-203	Closed	-$5K	–	2284
2015 Q4	$5K	Buy	+203	New	+$5.63K	﹤0.01%	2023

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

D.A. Davidson & Co's FUTY Position: Q2 2026 in Review

D.A. Davidson & Co increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,809 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

D.A. Davidson & Co first reported a position in FUTY in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

D.A. Davidson & Co held 5,809 shares of Fidelity MSCI Utilities Index ETF worth $339K as of Q2 2026.
D.A. Davidson & Co bought 409 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $23.9K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1350 holding.
D.A. Davidson & Co first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2015 and has held it in 8 quarters since.
D.A. Davidson & Co's Fidelity MSCI Utilities Index ETF position peaked at $1.19M in Q3 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.