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High Note Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

High Note Wealth’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 		$2.98K Hold
51
– – ﹤0.01% 741
2026
Q1 		$3.01K Buy
+51
New +$2.96K ﹤0.01% 706

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

High Note Wealth's FUTY Position: Q2 2026 in Review

High Note Wealth held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 51 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

High Note Wealth first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.01K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • High Note Wealth held 51 shares of Fidelity MSCI Utilities Index ETF worth $2.98K as of Q2 2026.
  • High Note Wealth left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #741 holding.
  • High Note Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • High Note Wealth's Fidelity MSCI Utilities Index ETF position peaked at $3.01K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.