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

Daymark 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
Q1 		$702K Buy
11,886
+800
+7% +$46.4K 0.02% 354
2025
Q4 		$612K Buy
11,086
+435
+4% +$24.9K 0.02% 354
2025
Q3 		$601K Buy
+10,651
New +$582K 0.02% 346

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daymark Wealth Partners's FUTY Position: Q1 2026 in Review

Daymark Wealth Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.2% in Q1 2026, buying an estimated $46.4K and bringing the position to 11,886 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #354.

Daymark Wealth Partners first reported a position in FUTY in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Daymark Wealth Partners held 11,886 shares of Fidelity MSCI Utilities Index ETF worth $702K as of Q1 2026.
  • Daymark Wealth Partners bought 800 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $46.4K.
  • Fidelity MSCI Utilities Index ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #354 holding.
  • Daymark Wealth Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.