IFG Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

IFG Advisory’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	$9.12M	Buy	+156,107	New	+$9.13M	0.32%	86
2026 Q1	–	Sell	-151,546	Closed	-$8.37M	–	530
2025 Q4	$8.37M	Sell	151,546 -496	-0.3%	-$28.4K	0.36%	78
2025 Q3	$8.59M	Buy	152,042 +2,342	+2%	+$128K	0.39%	63
2025 Q2	$7.87M	Buy	149,700 +1,843	+1%	+$94.8K	0.4%	63
2025 Q1	$7.53M	Buy	147,857 +3,927	+3%	+$198K	0.42%	58
2024 Q4	$7.02M	Buy	143,930 +5,377	+4%	+$274K	0.4%	61
2024 Q3	$7.18M	Buy	138,553 +3,663	+3%	+$175K	0.46%	50
2024 Q2	$5.93M	Buy	134,890 +3,585	+3%	+$159K	0.38%	62
2024 Q1	$5.57M	Buy	131,305 +3,935	+3%	+$158K	0.42%	61
2023 Q4	$5.2M	Buy	127,370 +7,370	+6%	+$289K	0.38%	63
2023 Q3	$4.55M	Buy	120,000 +4,871	+4%	+$202K	0.38%	59
2023 Q2	$4.87M	Buy	115,129 +1,254	+1%	+$54.5K	0.43%	55
2023 Q1	$4.99M	Buy	113,875 +2,621	+2%	+$115K	0.47%	48
2022 Q4	$5.07M	Buy	111,254 +3,561	+3%	+$157K	0.5%	44
2022 Q3	$4.55M	Buy	107,693 +1,138	+1%	+$53.7K	0.41%	53
2022 Q2	$4.81M	Sell	106,555 -737	-0.7%	-$34.3K	0.51%	45
2022 Q1	$5.14M	Buy	107,292 +4,825	+5%	+$216K	0.52%	40
2021 Q4	$4.75M	Buy	102,467 +7,305	+8%	+$319K	0.46%	45
2021 Q3	$3.92M	Buy	95,162 +10,877	+13%	+$469K	0.42%	48
2021 Q2	$3.46M	Buy	84,285 +5,276	+7%	+$224K	0.38%	54
2021 Q1	$3.28M	Buy	79,009 +5,010	+7%	+$202K	0.41%	54
2020 Q4	$3M	Buy	73,999 +2,008	+3%	+$81.7K	0.42%	55
2020 Q3	$2.73M	Buy	71,991 +1,359	+2%	+$51.9K	0.44%	52
2020 Q2	$2.58M	Buy	70,632 +9,473	+15%	+$353K	0.46%	51
2020 Q1	$2.2M	Buy	61,159 +4,472	+8%	+$186K	0.49%	52
2019 Q4	$2.4M	Buy	56,687 +4,062	+8%	+$169K	0.44%	58
2019 Q3	$2.24M	Buy	+52,625	New	+$2.13M	0.43%	62

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

TIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

IFG Advisory's FUTY Position: Q2 2026 in Review

IFG Advisory opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 156,107 shares worth $9.12M. The stake represents 0.32% of the portfolio and ranks #86 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FUTY as recently as Q4 2025.

IFG Advisory first reported a position in FUTY in Q3 2019 and has held it in 27 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

IFG Advisory held 156,107 shares of Fidelity MSCI Utilities Index ETF worth $9.12M as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new IFG Advisory position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.32% of IFG Advisory's portfolio in Q2 2026, its #86 holding.
IFG Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and has held it in 27 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.