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Integrated Wealth Concepts’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Integrated Wealth Concepts’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 		$228K Buy
3,895
+25
+0.6% +$1.46K ﹤0.01% 2157
2026
Q1 		$229K Buy
+3,870
New +$224K ﹤0.01% 2022
2024
Q2 		– Sell
-12,805
Closed -$543K – 1675
2024
Q1 		$543K Buy
+12,805
New +$515K 0.01% 1021

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Concepts's FUTY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.65% in Q2 2026, buying an estimated $1.46K and bringing the position to 3,895 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Integrated Wealth Concepts first reported a position in FUTY in Q1 2024 and has held it in 3 quarters since. The position peaked at $543K in Q1 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Integrated Wealth Concepts held 3,895 shares of Fidelity MSCI Utilities Index ETF worth $228K as of Q2 2026.
  • Integrated Wealth Concepts bought 25 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.46K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2157 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Fidelity MSCI Utilities Index ETF position peaked at $543K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.