Founders Financial Alliance’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Founders Financial Alliance’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	$2.24K	Hold	38	–	–	﹤0.01%	759
2026 Q1	$2.25K	Hold	38	–	–	﹤0.01%	711
2025 Q4	$2.1K	Hold	38	–	–	﹤0.01%	581
2025 Q3	$2.14K	Hold	38	–	–	﹤0.01%	688
2025 Q2	$1.98K	Hold	38	–	–	﹤0.01%	519
2025 Q1	$1.91K	Buy	38 +1	+3%	+$50	﹤0.01%	590
2024 Q4	$1.82K	Hold	37	–	–	﹤0.01%	554
2024 Q3	$1.93K	Hold	37	–	–	﹤0.01%	564
2024 Q2	$1.63K	Buy	+37	New	+$1.64K	﹤0.01%	541

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

Founders Financial Alliance's FUTY Position: Q2 2026 in Review

Founders Financial Alliance held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 38 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Founders Financial Alliance first reported a position in FUTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.25K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Founders Financial Alliance held 38 shares of Fidelity MSCI Utilities Index ETF worth $2.24K as of Q2 2026.
Founders Financial Alliance left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #759 holding.
Founders Financial Alliance first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and has held it in 9 quarters since.
Founders Financial Alliance's Fidelity MSCI Utilities Index ETF position peaked at $2.25K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.