Great Valley Advisor Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Great Valley Advisor Group’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	$695K	Buy	11,894 +2,151	+22%	+$126K	0.01%	624
2026 Q1	$576K	Buy	9,743 +489	+5%	+$28.3K	0.01%	644
2025 Q4	$511K	Sell	9,254 -5,978	-39%	-$342K	0.01%	620
2025 Q3	$860K	Buy	+15,232	New	+$832K	0.02%	497

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 22.9% 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

Great Valley Advisor Group's FUTY Position: Q2 2026 in Review

Great Valley Advisor Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 22% in Q2 2026, buying an estimated $126K and bringing the position to 11,894 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #624.

Great Valley Advisor Group first reported a position in FUTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $860K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Great Valley Advisor Group held 11,894 shares of Fidelity MSCI Utilities Index ETF worth $695K as of Q2 2026.
Great Valley Advisor Group bought 2,151 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $126K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #624 holding.
Great Valley Advisor Group first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 4 quarters since.
Great Valley Advisor Group's Fidelity MSCI Utilities Index ETF position peaked at $860K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.