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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
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

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

EverSource Wealth Advisors's FUTY Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 224 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #2738 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in FUTY as recently as Q1 2023.

EverSource Wealth Advisors first reported a position in FUTY in Q1 2023 and has held it in 2 quarters since. The position peaked at $14.6K in Q1 2023. 70 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • EverSource Wealth Advisors held 224 shares of Fidelity MSCI Utilities Index ETF worth $13.1K as of Q2 2026.
  • Fidelity MSCI Utilities Index ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2738 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $14.6K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.