Howe & Rusling’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Howe & Rusling’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	–	Sell	-16	Closed	-$884	–	489
2025 Q4	$884	Buy	+16	New	+$916	﹤0.01%	470
2021 Q2	–	Sell	-18	Closed	-$1K	–	979
2021 Q1	$1K	Buy	18 +3	+20%	+$121	﹤0.01%	884
2020 Q4	$1K	Buy	+15	New	+$610	﹤0.01%	874
2020 Q2	–	Sell	-836	Closed	-$30K	–	841
2020 Q1	$30K	Hold	836	–	–	0.01%	308
2019 Q4	$35K	Hold	836	–	–	0.01%	328
2019 Q3	$36K	Hold	836	–	–	0.01%	329
2019 Q2	$33K	Buy	+836	New	+$32.3K	0.01%	328

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howe & Rusling's FUTY Position: Q1 2026 in Review

Howe & Rusling sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 16 shares — an estimated $884 sold.

Howe & Rusling first reported a position in FUTY in Q2 2019 and held it in 7 quarters. The position peaked at $36K in Q3 2019. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Howe & Rusling reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 16 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $884.
Howe & Rusling first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 7 quarters.
Howe & Rusling's Fidelity MSCI Utilities Index ETF position peaked at $36K in Q3 2019.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.