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 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 $1.37T 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 $43.3B AUM 29.3% 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

Great Valley Advisor Group's FUTY Position: Q1 2026 in Review

Great Valley Advisor Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5.3% in Q1 2026, buying an estimated $28.3K and bringing the position to 9,743 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #644.

Great Valley Advisor Group first reported a position in FUTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $860K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Great Valley Advisor Group held 9,743 shares of Fidelity MSCI Utilities Index ETF worth $576K as of Q1 2026.
Great Valley Advisor Group bought 489 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $28.3K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #644 holding.
Great Valley Advisor Group first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.