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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
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

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoge Financial Services's FUTY Position: Q1 2026 in Review

Hoge Financial Services reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5% in Q1 2026, selling an estimated $10.6K and leaving 3,453 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #71.

Hoge Financial Services first reported a position in FUTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Hoge Financial Services held 3,453 shares of Fidelity MSCI Utilities Index ETF worth $204K as of Q1 2026.
  • Hoge Financial Services sold 183 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $10.6K.
  • Fidelity MSCI Utilities Index ETF made up 0.11% of Hoge Financial Services's portfolio in Q1 2026, its #71 holding.
  • Hoge Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Hoge Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $210K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.