D.B. Root & Company’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

D.B. Root & Company’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	$256K	Hold	4,377	–	–	0.05%	178
2026 Q1	$259K	Hold	4,377	–	–	0.06%	168
2025 Q4	$242K	Hold	4,377	–	–	0.06%	171
2025 Q3	$247K	Hold	4,377	–	–	0.06%	166
2025 Q2	$230K	Hold	4,377	–	–	0.07%	172
2025 Q1	$223K	Hold	4,377	–	–	0.07%	159
2024 Q4	$213K	Hold	4,377	–	–	0.07%	175
2024 Q3	$227K	Buy	+4,377	New	+$209K	0.07%	164
2022 Q2	–	Sell	-4,377	Closed	-$209K	–	173
2022 Q1	$209K	Hold	4,377	–	–	0.08%	177
2021 Q4	$202K	Buy	+4,377	New	+$191K	0.07%	187

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.B. Root & Company's FUTY Position: Q2 2026 in Review

D.B. Root & Company held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 4,377 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #178.

D.B. Root & Company first reported a position in FUTY in Q4 2021 and has held it in 10 quarters since. The position peaked at $259K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

D.B. Root & Company held 4,377 shares of Fidelity MSCI Utilities Index ETF worth $256K as of Q2 2026.
D.B. Root & Company left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #178 holding.
D.B. Root & Company first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 10 quarters since.
D.B. Root & Company's Fidelity MSCI Utilities Index ETF position peaked at $259K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.