IFP Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

IFP Advisors’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	$121K	Buy	2,068 +6	+0.3%	+$351	﹤0.01%	1847
2026 Q1	$122K	Buy	2,062 +6	+0.3%	+$348	﹤0.01%	1708
2025 Q4	$114K	Buy	2,056 +885	+76%	+$50.7K	﹤0.01%	1720
2025 Q3	$66.1K	Hold	1,171	–	–	﹤0.01%	1927
2025 Q2	$61.6K	Hold	1,171	–	–	﹤0.01%	1935
2025 Q1	$59.7K	Sell	1,171 -2	-0.2%	-$101	﹤0.01%	1810
2024 Q4	$57.2K	Buy	1,173 +5	+0.4%	+$255	﹤0.01%	1767
2024 Q3	$60.5K	Sell	1,168 -412	-26%	-$19.7K	﹤0.01%	1642
2024 Q2	$69.5K	Sell	1,580 -804	-34%	-$35.6K	﹤0.01%	1528
2024 Q1	$101K	Buy	2,384 +1,031	+76%	+$41.5K	﹤0.01%	1281
2023 Q4	$55.3K	Sell	1,353 -4,654	-77%	-$183K	﹤0.01%	1501
2023 Q3	$228K	Sell	6,007 -235	-4%	-$9.76K	0.01%	906
2023 Q2	$264K	Buy	6,242 +165	+3%	+$7.17K	0.01%	887
2023 Q1	$192K	Sell	6,077 -1,099	-15%	-$48.3K	0.01%	960
2022 Q4	$231K	Buy	7,176 +2,984	+71%	+$131K	0.01%	1286
2022 Q3	$134K	Sell	4,192 -396	-9%	-$18.7K	﹤0.01%	1657
2022 Q2	$147K	Hold	4,588	–	–	﹤0.01%	1461
2022 Q1	$147K	Buy	4,588 +3,684	+408%	+$165K	﹤0.01%	1461
2021 Q4	$43K	Sell	904 -66	-7%	-$2.88K	﹤0.01%	1612
2021 Q3	$40K	Buy	970 +5	+0.5%	+$216	﹤0.01%	1668
2021 Q2	$40K	Sell	965 -526	-35%	-$22.3K	﹤0.01%	1619
2021 Q1	$61K	Sell	1,491 -1,185	-44%	-$47.8K	﹤0.01%	1374
2020 Q4	$109K	Sell	2,676 -949	-26%	-$38.6K	﹤0.01%	1090
2020 Q3	$139K	Buy	3,625 +1,416	+64%	+$54K	0.01%	846
2020 Q2	$80K	Sell	2,209 -295	-12%	-$11K	0.01%	1008
2020 Q1	$89K	Sell	2,504 -112,865	-98%	-$4.69M	0.01%	879
2019 Q4	$4.85M	Buy	115,369 +28,603	+33%	+$1.19M	0.36%	56
2019 Q3	$3.67M	Buy	+86,766	New	+$3.52M	0.25%	93
2019 Q1	–	Sell	-56,639	Closed	-$1.97M	–	2731
2018 Q4	$1.97M	Buy	56,639 +2,749	+5%	+$98.4K	0.12%	192
2018 Q3	$1.88M	Buy	53,890 +37,031	+220%	+$1.3M	0.08%	272
2018 Q2	$577K	Buy	16,859 +8,213	+95%	+$272K	0.02%	604
2018 Q1	$298K	Hold	8,646	–	–	0.01%	826
2017 Q4	$298K	Sell	8,646 -1,775	-17%	-$63.4K	0.01%	827
2017 Q3	$360K	Buy	10,421 +1,699	+19%	+$59.3K	0.01%	834
2017 Q2	$295K	Buy	8,722 +94	+1%	+$3.2K	0.01%	909
2017 Q1	$287K	Sell	8,628 -71,759	-89%	-$2.33M	0.01%	924
2016 Q4	$2.54M	Sell	80,387 -12,579	-14%	-$390K	0.12%	185
2016 Q3	$2.94M	Buy	92,966 +87,781	+1,693%	+$2.87M	0.15%	141
2016 Q2	$176K	Buy	+5,185	New	+$165K	0.01%	1034
2016 Q1	–	Sell	-3,887	Closed	-$108K	–	2748
2015 Q4	$108K	Buy	+3,887	New	+$108K	0.01%	1136

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

IFP Advisors's FUTY Position: Q2 2026 in Review

IFP Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.29% in Q2 2026, buying an estimated $351 and bringing the position to 2,068 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

IFP Advisors first reported a position in FUTY in Q4 2015 and has held it in 40 quarters since. The position peaked at $4.85M in Q4 2019. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

IFP Advisors held 2,068 shares of Fidelity MSCI Utilities Index ETF worth $121K as of Q2 2026.
IFP Advisors bought 6 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $351.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1847 holding.
IFP Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2015 and has held it in 40 quarters since.
IFP Advisors's Fidelity MSCI Utilities Index ETF position peaked at $4.85M in Q4 2019.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.