Emerald Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Emerald 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	$819K	Sell	14,013 -7,728	-36%	-$452K	0.1%	66
2026 Q1	$1.28M	Buy	21,741 +3,480	+19%	+$202K	0.16%	45
2025 Q4	$1.01M	Buy	18,261 +1,982	+12%	+$113K	0.14%	49
2025 Q3	$919K	Buy	16,279 +2,364	+17%	+$129K	0.12%	48
2025 Q2	$732K	Buy	+13,915	New	+$716K	0.09%	60

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

Emerald Advisors's FUTY Position: Q2 2026 in Review

Emerald Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 36% in Q2 2026, selling an estimated $452K and leaving 14,013 shares worth $819K. The position accounts for 0.1% of the portfolio, ranked #66.

Emerald Advisors first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Emerald Advisors held 14,013 shares of Fidelity MSCI Utilities Index ETF worth $819K as of Q2 2026.
Emerald Advisors sold 7,728 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $452K.
Fidelity MSCI Utilities Index ETF made up 0.1% of Emerald Advisors's portfolio in Q2 2026, its #66 holding.
Emerald Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
Emerald Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.28M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.