Focus Partners Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Focus Partners Wealth’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	$417K	Buy	+7,142	New	+$418K	﹤0.01%	2069

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

Focus Partners Wealth's FUTY Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 7,142 shares worth $417K. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings.

257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Focus Partners Wealth held 7,142 shares of Fidelity MSCI Utilities Index ETF worth $417K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new Focus Partners Wealth position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2069 holding.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.