Essex Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Essex Financial Services’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	–	Sell	-8,581	Closed	-$474K	–	809
2025 Q4	$474K	Buy	8,581 +1,076	+14%	+$61.6K	0.03%	455
2025 Q3	$424K	Sell	7,505 -1,319	-15%	-$72K	0.03%	474
2025 Q2	$464K	Buy	+8,824	New	+$454K	0.03%	425
2025 Q1	–	Sell	-5,263	Closed	-$257K	–	646
2024 Q4	$257K	Sell	5,263 -310	-6%	-$15.8K	0.02%	529
2024 Q3	$291K	Buy	+5,573	New	+$267K	0.02%	505
2023 Q1	–	Sell	-8,998	Closed	-$410K	–	495
2022 Q4	$410K	Sell	8,998 -10,692	-54%	-$470K	0.04%	312
2022 Q3	$831K	Buy	19,690 +4,498	+30%	+$212K	0.1%	187
2022 Q2	$686K	Buy	15,192 +8,526	+128%	+$397K	0.08%	230
2022 Q1	$319K	Buy	+6,666	New	+$298K	0.03%	360

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's FUTY Position: Q1 2026 in Review

Essex Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 8,581 shares — an estimated $474K sold.

Essex Financial Services first reported a position in FUTY in Q1 2022 and held it in 9 quarters. The position peaked at $831K in Q3 2022. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Essex Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Essex Financial Services sold 8,581 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $474K.
Essex Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 9 quarters.
Essex Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $831K in Q3 2022.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.