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

Independence Financial 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 Q3	$430K	Sell	8,421 -8,807	-51%	-$494K	0.11%	42
2026 Q2	$1.01M	Sell	17,228 -176,810	-91%	-$10.3M	0.26%	29
2026 Q1	$11.5M	Sell	194,038 -6,056	-3%	-$351K	3.44%	11
2025 Q4	$11M	Buy	200,094 +7,226	+4%	+$414K	3.04%	16
2025 Q3	$10.9M	Buy	192,868 +185,792	+2,626%	+$10.1M	3.32%	14
2025 Q2	$372K	Buy	7,076 +1	+0%	+$51	0.14%	42
2025 Q1	$360K	Buy	+7,075	New	+$356K	0.14%	36

Other funds holding FUTY

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Independence Financial Advisors's FUTY Position: Q3 2026 in Review

Independence Financial Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 51% in Q3 2026, selling an estimated $494K and leaving 8,421 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #42.

Independence Financial Advisors first reported a position in FUTY in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.5M in Q1 2026. 29 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

Independence Financial Advisors held 8,421 shares of Fidelity MSCI Utilities Index ETF worth $430K as of Q3 2026.
Independence Financial Advisors sold 8,807 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $494K.
Fidelity MSCI Utilities Index ETF made up 0.11% of Independence Financial Advisors's portfolio in Q3 2026, its #42 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and has held it in 7 quarters since.
Independence Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $11.5M in Q1 2026.
29 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.