Galvin Gaustad & Stein’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Galvin Gaustad & Stein’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 Q1	$413K	Hold	7,000	–	–	0.03%	188
2025 Q4	$387K	Hold	7,000	–	–	0.03%	188
2025 Q3	$395K	Hold	7,000	–	–	0.03%	149
2025 Q2	$368K	Sell	7,000 -300	-4%	-$15.4K	0.03%	151
2025 Q1	$372K	Sell	7,300 -5,125	-41%	-$258K	0.03%	147
2024 Q4	$606K	Sell	12,425 -650	-5%	-$33.2K	0.05%	119
2024 Q3	$678K	Sell	13,075 -700	-5%	-$33.5K	0.06%	111
2024 Q2	$606K	Sell	13,775 -12,462	-47%	-$552K	0.06%	117
2024 Q1	$1.11M	Sell	26,237 -6,555	-20%	-$264K	0.1%	87
2023 Q4	$1.34M	Buy	32,792 +26,687	+437%	+$1.05M	0.13%	80
2023 Q3	$232K	Buy	+6,105	New	+$254K	0.02%	161
2021 Q4	–	Sell	-6,267	Closed	-$258K	–	179
2021 Q3	$258K	Buy	6,267 +188	+3%	+$8.11K	0.02%	163
2021 Q2	$249K	Buy	6,079 +174	+3%	+$7.37K	0.02%	175
2021 Q1	$245K	Sell	5,905 -885	-13%	-$35.7K	0.02%	175
2020 Q4	$276K	Buy	+6,790	New	+$276K	0.03%	163

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Galvin Gaustad & Stein's FUTY Position: Q1 2026 in Review

Galvin Gaustad & Stein held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q1 2026 at 7,000 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #188.

Galvin Gaustad & Stein first reported a position in FUTY in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2023. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Galvin Gaustad & Stein held 7,000 shares of Fidelity MSCI Utilities Index ETF worth $413K as of Q1 2026.
Galvin Gaustad & Stein left its Fidelity MSCI Utilities Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Utilities Index ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #188 holding.
Galvin Gaustad & Stein first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 15 quarters since.
Galvin Gaustad & Stein's Fidelity MSCI Utilities Index ETF position peaked at $1.34M in Q4 2023.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.