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

High Point Wealth Management’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 		$2.14M Buy
36,594
+5,366
+17% +$314K 1.75% 13
2026
Q1 		$1.84M Buy
31,228
+2,860
+10% +$166K 1.78% 13
2025
Q4 		$1.57M Buy
+28,368
New +$1.62M 1.47% 16

Other funds holding FUTY

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

High Point Wealth Management's FUTY Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 17% in Q2 2026, buying an estimated $314K and bringing the position to 36,594 shares worth $2.14M. The position accounts for 1.75% of the portfolio, ranked #13.

High Point Wealth Management first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • High Point Wealth Management held 36,594 shares of Fidelity MSCI Utilities Index ETF worth $2.14M as of Q2 2026.
  • High Point Wealth Management bought 5,366 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $314K.
  • Fidelity MSCI Utilities Index ETF made up 1.75% of High Point Wealth Management's portfolio in Q2 2026, its #13 holding.
  • High Point Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.