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Demars Financial Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Demars Financial Group’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 		$575K Sell
9,835
-55
-0.6% -$3.22K 0.16% 70
2026
Q1 		$584K Sell
9,890
-15
-0.2% -$870 0.19% 62
2025
Q4 		$547K Sell
9,905
-1,253
-11% -$71.7K 0.18% 56
2025
Q3 		$630K Sell
11,158
-126
-1% -$6.88K 0.22% 47
2025
Q2 		$594K Buy
11,284
+10
+0.1% +$514 0.23% 45
2025
Q1 		$574K Buy
11,274
+113
+1% +$5.69K 0.24% 43
2024
Q4 		$544K Sell
11,161
-306
-3% -$15.6K 0.24% 44
2024
Q3 		$594K Sell
11,467
-152
-1% -$7.27K 0.27% 37
2024
Q2 		$511K Sell
11,619
-388
-3% -$17.2K 0.24% 42
2024
Q1 		$509K Sell
12,007
-1,774
-13% -$71.4K 0.25% 43
2023
Q4 		$563K Sell
13,781
-57,508
-81% -$2.26M 0.3% 36
2023
Q3 		$2.7M Sell
71,289
-1,554
-2% -$64.5K 1.55% 22
2023
Q2 		$3.08M Buy
72,843
+69
+0.1% +$3K 1.71% 20
2023
Q1 		$3.19M Buy
72,774
+1,766
+2% +$77.6K 1.76% 20
2022
Q4 		$3.24M Buy
71,008
+1,214
+2% +$53.4K 1.78% 21
2022
Q3 		$2.95M Buy
69,794
+934
+1% +$44.1K 1.75% 20
2022
Q2 		$3.11M Sell
68,860
-5,143
-7% -$240K 1.77% 21
2022
Q1 		$3.55M Buy
74,003
+30,664
+71% +$1.37M 1.78% 20
2021
Q4 		$2.01M Sell
43,339
-17,584
-29% -$768K 1.06% 32
2021
Q3 		$2.51M Sell
60,923
-3,416
-5% -$147K 1.48% 25
2021
Q2 		$2.64M Buy
64,339
+1,241
+2% +$52.6K 1.59% 21
2021
Q1 		$2.62M Buy
63,098
+4,027
+7% +$162K 1.76% 20
2020
Q4 		$2.4M Sell
59,071
-15,538
-21% -$632K 1.7% 21
2020
Q3 		$2.83M Buy
74,609
+264
+0.4% +$10.1K 2.16% 12
2020
Q2 		$2.71M Sell
74,345
-6,583
-8% -$245K 2.25% 12
2020
Q1 		$2.91M Buy
80,928
+1,555
+2% +$64.7K 3.04% 6
2019
Q4 		$3.36M Buy
+79,373
New +$3.3M 3.03% 8

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Demars Financial Group's FUTY Position: Q2 2026 in Review

Demars Financial Group reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.56% in Q2 2026, selling an estimated $3.22K and leaving 9,835 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #70.

Demars Financial Group first reported a position in FUTY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.55M in Q1 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Demars Financial Group held 9,835 shares of Fidelity MSCI Utilities Index ETF worth $575K as of Q2 2026.
  • Demars Financial Group sold 55 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.22K.
  • Fidelity MSCI Utilities Index ETF made up 0.16% of Demars Financial Group's portfolio in Q2 2026, its #70 holding.
  • Demars Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $3.55M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.