Financial Management Network’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Financial Management Network’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	$574K	Sell	9,842 -2,125	-18%	-$124K	0.08%	127
2026 Q1	$727K	Sell	11,967 -299	-2%	-$17.3K	0.11%	103
2025 Q4	$685K	Buy	12,266 +613	+5%	+$35.1K	0.11%	105
2025 Q3	$676K	Sell	11,653 -1,198	-9%	-$65.4K	0.11%	102
2025 Q2	$678K	Sell	12,851 -20	-0.2%	-$1.03K	0.12%	99
2025 Q1	$611K	Sell	12,871 -3,081	-19%	-$155K	0.14%	95
2024 Q4	$792K	Sell	15,952 -4,230	-21%	-$216K	0.16%	85
2024 Q3	$1.05M	Sell	20,182 -5,920	-23%	-$283K	0.22%	76
2024 Q2	$1.15M	Sell	26,102 -659	-2%	-$29.2K	0.28%	62
2024 Q1	$1.12M	Sell	26,761 -3,530	-12%	-$142K	0.28%	60
2023 Q4	$1.26M	Sell	30,291 -327	-1%	-$12.8K	0.37%	50
2023 Q3	$1.12M	Buy	30,618 +2,056	+7%	+$85.4K	0.37%	50
2023 Q2	$1.21M	Sell	28,562 -211	-0.7%	-$9.18K	0.42%	44
2023 Q1	$1.26M	Buy	28,773 +13,231	+85%	+$582K	0.5%	39
2022 Q4	$716K	Sell	15,542 -332	-2%	-$14.6K	0.32%	62
2022 Q3	$705K	Buy	15,874 +7,964	+101%	+$376K	0.35%	64
2022 Q2	$366K	Buy	7,910 +2,475	+46%	+$115K	0.19%	96
2022 Q1	$262K	Hold	5,435	–	–	0.13%	96
2021 Q4	$249K	Buy	+5,435	New	+$237K	0.11%	115

Other funds holding FUTY

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

TIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Financial Management Network's FUTY Position: Q2 2026 in Review

Financial Management Network reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 18% in Q2 2026, selling an estimated $124K and leaving 9,842 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #127.

Financial Management Network first reported a position in FUTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2023. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Financial Management Network held 9,842 shares of Fidelity MSCI Utilities Index ETF worth $574K as of Q2 2026.
Financial Management Network sold 2,125 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $124K.
Fidelity MSCI Utilities Index ETF made up 0.08% of Financial Management Network's portfolio in Q2 2026, its #127 holding.
Financial Management Network first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 19 quarters since.
Financial Management Network's Fidelity MSCI Utilities Index ETF position peaked at $1.26M in Q4 2023.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.