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Farther Finance Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Farther Finance 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 		$1.01M Sell
19,732
-2
-0% -$112 0.01% 1129
2026
Q2 		$1.15M Buy
19,734
+98
+0.5% +$5.73K 0.01% 1014
2026
Q1 		$1.17M Buy
19,636
+11,139
+131% +$646K 0.01% 877
2025
Q4 		$469K Buy
8,497
+401
+5% +$23K 0.01% 1348
2025
Q3 		$457K Buy
8,096
+7,611
+1,569% +$416K 0.01% 1124
2025
Q2 		$25.5K Hold
485
– – ﹤0.01% 2532
2025
Q1 		$24.8K Sell
485
-5
-1% -$252 ﹤0.01% 2275
2024
Q4 		$23.9K Buy
490
+485
+9,700% +$24.7K ﹤0.01% 2010
2024
Q3 		$261 Buy
+5
New +$239 ﹤0.01% 3588

Other funds holding FUTY

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Farther Finance Advisors's FUTY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.01% in Q3 2026, selling an estimated $112 and leaving 19,732 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1129.

Farther Finance Advisors first reported a position in FUTY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2026. 14 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Farther Finance Advisors held 19,732 shares of Fidelity MSCI Utilities Index ETF worth $1.01M as of Q3 2026.
  • Farther Finance Advisors sold 2 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $112.
  • Fidelity MSCI Utilities Index ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1129 holding.
  • Farther Finance Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.17M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.