Global Financial Private Client’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Global Financial Private Client’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	$673K	Buy	11,528 +348	+3%	+$20.4K	0.18%	139
2026 Q1	$660K	Buy	11,180 +209	+2%	+$12.1K	0.22%	131
2025 Q4	$606K	Buy	10,971 +122	+1%	+$6.99K	0.21%	128
2025 Q3	$613K	Buy	10,849 +523	+5%	+$28.6K	0.22%	123
2025 Q2	$543K	Buy	10,326 +2,834	+38%	+$146K	0.2%	128
2025 Q1	$382K	Sell	7,492 -174	-2%	-$8.77K	0.15%	149
2024 Q4	$374K	Buy	7,666 +4,557	+147%	+$232K	0.14%	157
2024 Q3	$161K	Buy	+3,109	New	+$149K	0.06%	214

Other funds holding FUTY

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Global Financial Private Client's FUTY Position: Q2 2026 in Review

Global Financial Private Client increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 3.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 11,528 shares worth $673K. The position accounts for 0.18% of the portfolio, ranked #139.

Global Financial Private Client first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Global Financial Private Client held 11,528 shares of Fidelity MSCI Utilities Index ETF worth $673K as of Q2 2026.
Global Financial Private Client bought 348 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $20.4K.
Fidelity MSCI Utilities Index ETF made up 0.18% of Global Financial Private Client's portfolio in Q2 2026, its #139 holding.
Global Financial Private Client first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.