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Estate Counselors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Estate Counselors’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
-47,200
Closed -$2.79M – 105
2026
Q1 		$2.79M Sell
47,200
-25,775
-35% -$1.49M 0.25% 35
2025
Q4 		$4.03M Sell
72,975
-196,120
-73% -$11.2M 0.34% 50
2025
Q3 		$15.2M Buy
269,095
+210
+0.1% +$11.5K 1.3% 6
2025
Q2 		$14.1M Buy
268,885
+172,150
+178% +$8.85M 1.39% 6
2025
Q1 		$4.93M Sell
96,735
-170
-0.2% -$8.56K 0.51% 24
2024
Q4 		$4.73M Sell
96,905
-4,735
-5% -$242K 0.51% 27
2024
Q3 		$5.27M Hold
101,640
– – 0.55% 24
2024
Q2 		$4.47M Buy
101,640
+110
+0.1% +$4.87K 0.49% 25
2024
Q1 		$4.31M Hold
101,530
– – 0.49% 20
2023
Q4 		$4.15M Buy
101,530
+60,620
+148% +$2.38M 0.51% 41
2023
Q3 		$1.55M Hold
40,910
– – 0.21% 60
2023
Q2 		$1.73M Sell
40,910
-111,100
-73% -$4.83M 0.22% 55
2023
Q1 		$6.66M Buy
152,010
+32,295
+27% +$1.42M 0.88% 27
2022
Q4 		$5.46M Buy
119,715
+390
+0.3% +$17.2K 0.76% 39
2022
Q3 		$5.04M Sell
119,325
-4,715
-4% -$223K 0.78% 33
2022
Q2 		$5.6M Buy
124,040
+3,000
+2% +$140K 0.83% 41
2022
Q1 		$5.8M Hold
121,040
– – 0.75% 42
2021
Q4 		$5.61M Sell
121,040
-20,770
-15% -$907K 0.68% 40
2021
Q3 		$5.84M Sell
141,810
-103,770
-42% -$4.48M 0.73% 38
2021
Q2 		$10.1M Sell
245,580
-84,535
-26% -$3.58M 1.32% 26
2021
Q1 		$13.7M Sell
330,115
-475
-0.1% -$19.1K 2.01% 13
2020
Q4 		$13.4M Buy
330,590
+46,730
+16% +$1.9M 2.02% 13
2020
Q3 		$10.8M Buy
283,860
+30,990
+12% +$1.18M 1.67% 18
2020
Q2 		$9.2M Sell
252,870
-88,430
-26% -$3.3M 1.47% 23
2020
Q1 		$12.3M Buy
341,300
+2,130
+0.6% +$88.6K 2.02% 14
2019
Q4 		$14.3M Buy
339,170
+5,600
+2% +$233K 2.11% 15
2019
Q3 		$14.2M Buy
333,570
+5,320
+2% +$216K 2.18% 15
2019
Q2 		$12.9M Buy
328,250
+40,500
+14% +$1.57M 2.01% 15
2019
Q1 		$11M Buy
+287,750
New +$10.5M 1.89% 23

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 22.9% 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

Estate Counselors's FUTY Position: Q2 2026 in Review

Estate Counselors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 47,200 shares — an estimated $2.79M sold.

Estate Counselors first reported a position in FUTY in Q1 2019 and held it in 29 quarters. The position peaked at $15.2M in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Estate Counselors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Estate Counselors sold 47,200 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $2.79M.
  • Estate Counselors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 29 quarters.
  • Estate Counselors's Fidelity MSCI Utilities Index ETF position peaked at $15.2M in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.