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Harbor Investment Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Harbor Investment Advisory’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
Q3 		$4.95K Hold
97
– – ﹤0.01% 1200
2026
Q2 		$5.67K Hold
97
– – ﹤0.01% 1114
2026
Q1 		$5.73K Hold
97
– – ﹤0.01% 1001
2025
Q4 		$5.36K Buy
+97
New +$5.55K ﹤0.01% 1039

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Harbor Investment Advisory's FUTY Position: Q3 2026 in Review

Harbor Investment Advisory held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q3 2026 at 97 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Harbor Investment Advisory first reported a position in FUTY in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.73K in Q1 2026. 29 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Harbor Investment Advisory held 97 shares of Fidelity MSCI Utilities Index ETF worth $4.95K as of Q3 2026.
  • Harbor Investment Advisory left its Fidelity MSCI Utilities Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1200 holding.
  • Harbor Investment Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Harbor Investment Advisory's Fidelity MSCI Utilities Index ETF position peaked at $5.73K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.