Independent Financial Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Independent Financial Group’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	$1.26M	Sell	21,575 -212	-1%	-$12.4K	0.02%	600
2026 Q1	$1.29M	Buy	21,787 +457	+2%	+$26.5K	0.03%	538
2025 Q4	$1.18M	Buy	21,330 +4,048	+23%	+$232K	0.03%	563
2025 Q3	$976K	Buy	17,282 +1,084	+7%	+$59.2K	0.02%	603
2025 Q2	$852K	Buy	16,198 +222	+1%	+$11.4K	0.02%	597
2025 Q1	$814K	Sell	15,976 -619	-4%	-$31.2K	0.03%	540
2024 Q4	$809K	Sell	16,595 -3,112	-16%	-$159K	0.03%	536
2024 Q3	$1.02M	Buy	19,707 +5,985	+44%	+$286K	0.04%	442
2024 Q2	$603K	Buy	13,722 +769	+6%	+$34.1K	0.02%	545
2024 Q1	$549K	Buy	12,953 +793	+7%	+$31.9K	0.03%	553
2023 Q4	$497K	Sell	12,160 -584	-5%	-$22.9K	0.03%	555
2023 Q3	$483K	Buy	12,744 +5,582	+78%	+$232K	0.03%	497
2023 Q2	$303K	Buy	+7,162	New	+$311K	0.02%	639

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

Independent Financial Group's FUTY Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.97% in Q2 2026, selling an estimated $12.4K and leaving 21,575 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #600.

Independent Financial Group first reported a position in FUTY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Independent Financial Group held 21,575 shares of Fidelity MSCI Utilities Index ETF worth $1.26M as of Q2 2026.
Independent Financial Group sold 212 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $12.4K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #600 holding.
Independent Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $1.29M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.