EWM
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EPG Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

EPG Wealth 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 		$60.9K Buy
1,042
+6
+0.6% +$351 0.01% 221
2026
Q1 		$61.2K Buy
1,036
+5
+0.5% +$290 0.02% 221
2025
Q4 		$56.9K Buy
1,031
+5
+0.5% +$286 0.02% 222
2025
Q3 		$57.9K Buy
1,026
+95
+10% +$5.19K 0.02% 217
2025
Q2 		$49K Buy
931
+6
+0.6% +$309 0.01% 227
2025
Q1 		$47.1K Buy
925
+5
+0.5% +$252 0.01% 295
2024
Q4 		$44.8K Sell
920
-497
-35% -$25.4K 0.01% 304
2024
Q3 		$73.4K Buy
+1,417
New +$67.8K 0.02% 276
2024
Q2 		– Sell
-1,799
Closed -$79.7K – 290
2024
Q1 		$76.3K Buy
1,799
+8
+0.4% +$322 0.02% 292
2023
Q4 		$69.2K Buy
1,791
+9
+0.5% +$353 0.02% 285
2023
Q3 		$67.6K Sell
1,782
-77
-4% -$3.2K 0.02% 283
2023
Q2 		$78.6K Sell
1,859
-1,120
-38% -$48.7K 0.02% 271
2023
Q1 		$131K Buy
2,979
+1,024
+52% +$45K 0.04% 252
2022
Q4 		$89.1K Buy
1,955
+9
+0.5% +$396 0.03% 239
2022
Q3 		$82K Buy
+1,946
New +$91.8K 0.03% 236
2022
Q2 		– Sell
-1,704
Closed -$82K – 269
2022
Q1 		$82K Buy
1,704
+10
+0.6% +$448 0.03% 266
2021
Q4 		$78K Buy
1,694
+9
+0.5% +$393 0.03% 268
2021
Q3 		$69K Buy
+1,685
New +$72.7K 0.03% 255
2020
Q2 		– Sell
-2,978
Closed -$107K – 364
2020
Q1 		$107K Sell
2,978
-7,168
-71% -$298K 0.08% 167
2019
Q4 		$429K Buy
+10,146
New +$422K 0.31% 53

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

EPG Wealth Management's FUTY Position: Q2 2026 in Review

EPG Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.58% in Q2 2026, buying an estimated $351 and bringing the position to 1,042 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #221.

EPG Wealth Management first reported a position in FUTY in Q4 2019 and has held it in 20 quarters since. The position peaked at $429K in Q4 2019. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • EPG Wealth Management held 1,042 shares of Fidelity MSCI Utilities Index ETF worth $60.9K as of Q2 2026.
  • EPG Wealth Management bought 6 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $351.
  • Fidelity MSCI Utilities Index ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #221 holding.
  • EPG Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $429K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.