HBW Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

HBW Advisory Services’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	–	Sell	-3,525	Closed	-$208K	–	474
2026 Q1	$208K	Buy	+3,525	New	+$204K	0.02%	425
2025 Q1	–	Sell	-5,084	Closed	-$248K	–	407
2024 Q4	$248K	Buy	5,084 +436	+9%	+$22.2K	0.03%	316
2024 Q3	$241K	Sell	4,648 -31,073	-87%	-$1.49M	0.04%	317
2024 Q2	$1.57M	Buy	+35,721	New	+$1.58M	0.26%	103
2023 Q4	–	Sell	-5,275	Closed	-$200K	–	311
2023 Q3	$200K	Sell	5,275 -38,549	-88%	-$1.6M	0.04%	271
2023 Q2	$1.85M	Sell	43,824 -69,591	-61%	-$3.03M	0.4%	62
2023 Q1	$4.97M	Sell	113,415 -33,657	-23%	-$1.48M	1.24%	13
2022 Q4	$6.7M	Sell	147,072 -39,200	-21%	-$1.72M	1.77%	3
2022 Q3	$7.87M	Buy	186,272 +68,184	+58%	+$3.22M	2.19%	4
2022 Q2	$5.33M	Buy	+118,088	New	+$5.5M	1.38%	10
2020 Q3	–	Sell	-14,198	Closed	-$518K	–	212
2020 Q2	$518K	Buy	+14,198	New	+$529K	0.24%	99

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 22.96% 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

HBW Advisory Services's FUTY Position: Q2 2026 in Review

HBW Advisory Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 3,525 shares — an estimated $208K sold.

HBW Advisory Services first reported a position in FUTY in Q2 2020 and held it in 11 quarters. The position peaked at $7.87M in Q3 2022. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

HBW Advisory Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
HBW Advisory Services sold 3,525 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $208K.
HBW Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 11 quarters.
HBW Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $7.87M in Q3 2022.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.