Empirical Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Empirical Asset Management’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	–	Sell	-5,878	Closed	-$347K	–	464
2026 Q1	$347K	Buy	+5,878	New	+$341K	0.09%	268
2022 Q3	–	Sell	-7,783	Closed	-$351K	–	162
2022 Q2	$351K	Sell	7,783 -4,359	-36%	-$203K	0.37%	102
2022 Q1	$582K	Buy	+12,142	New	+$543K	0.55%	59

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 22.9% 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

Empirical Asset Management's FUTY Position: Q2 2026 in Review

Empirical Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 5,878 shares — an estimated $347K sold.

Empirical Asset Management first reported a position in FUTY in Q1 2022 and held it in 3 quarters. The position peaked at $582K in Q1 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Empirical Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Empirical Asset Management sold 5,878 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $347K.
Empirical Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 3 quarters.
Empirical Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $582K in Q1 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.