EverSource Wealth Advisors
FUTY icon

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

EverSource Wealth 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
Q3 		$11.5K Buy
226
+2
+0.9% +$112 ﹤0.01% 2812
2026
Q2 		$13.1K Buy
+224
New +$13.1K ﹤0.01% 2738
2023
Q2 		– Sell
-334
Closed -$14.6K – 2535
2023
Q1 		$14.6K Buy
+334
New +$14.7K ﹤0.01% 1207

Other funds holding FUTY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

EverSource Wealth Advisors's FUTY Position: Q3 2026 in Review

EverSource Wealth Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.89% in Q3 2026, buying an estimated $112 and bringing the position to 226 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

EverSource Wealth Advisors first reported a position in FUTY in Q1 2023 and has held it in 3 quarters since. The position peaked at $14.6K in Q1 2023. 181 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • EverSource Wealth Advisors held 226 shares of Fidelity MSCI Utilities Index ETF worth $11.5K as of Q3 2026.
  • EverSource Wealth Advisors bought 2 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $112.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2812 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $14.6K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.