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Hoge Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Hoge Financial 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
-3,453
Closed -$204K – 85
2026
Q1 		$204K Sell
3,453
-183
-5% -$10.6K 0.11% 71
2025
Q4 		$201K Sell
3,636
-82
-2% -$4.7K 0.11% 70
2025
Q3 		$210K Buy
+3,718
New +$203K 0.12% 67

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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 22.9% 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

Hoge Financial Services's FUTY Position: Q2 2026 in Review

Hoge Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 3,453 shares — an estimated $204K sold.

Hoge Financial Services first reported a position in FUTY in Q3 2025 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Hoge Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Hoge Financial Services sold 3,453 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $204K.
  • Hoge Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and held it in 3 quarters.
  • Hoge Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $210K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.