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J.W. Cole Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

J.W. Cole 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 		$1.55M Buy
+26,588
New +$1.56M 0.03% 593
2026
Q1 		– Sell
-25,006
Closed -$983K – 1019
2025
Q4 		$983K Buy
25,006
+100
+0.4% +$5.73K 0.02% 641
2025
Q3 		$1.41M Buy
24,906
+922
+4% +$50.3K 0.03% 601
2025
Q2 		$1.26M Buy
23,984
+7,406
+45% +$381K 0.03% 589
2025
Q1 		$845K Sell
16,578
-3,327
-17% -$168K 0.03% 592
2024
Q4 		$971K Sell
19,905
-110
-0.5% -$5.61K 0.04% 420
2024
Q3 		$1.04M Buy
20,015
+44
+0.2% +$2.1K 0.04% 385
2024
Q2 		$878K Buy
19,971
+826
+4% +$36.6K 0.04% 379
2024
Q1 		$812K Sell
19,145
-1,779
-9% -$71.6K 0.04% 384
2023
Q4 		$855K Sell
20,924
-3,265
-13% -$128K 0.05% 330
2023
Q3 		$917K Sell
24,189
-1,067
-4% -$44.3K 0.07% 276
2023
Q2 		$1.07M Sell
25,256
-663
-3% -$28.8K 0.08% 259
2023
Q1 		$1.14M Sell
25,919
-159
-0.6% -$6.99K 0.08% 269
2022
Q4 		$1.19M Buy
26,078
+5,076
+24% +$223K 0.09% 237
2022
Q3 		$887K Buy
21,002
+2,997
+17% +$141K 0.07% 274
2022
Q2 		$813K Sell
18,005
-312
-2% -$14.5K 0.06% 297
2022
Q1 		$878K Buy
18,317
+405
+2% +$18.1K 0.06% 305
2021
Q4 		$830K Buy
+17,912
New +$782K 0.05% 335
2021
Q3 		– Sell
-13,355
Closed -$548K – 552
2021
Q2 		$548K Buy
13,355
+1,281
+11% +$54.3K 0.04% 412
2021
Q1 		$501K Sell
12,074
-485
-4% -$19.5K 0.05% 387
2020
Q4 		$510K Buy
12,559
+851
+7% +$34.6K 0.05% 342
2020
Q3 		$444K Sell
11,708
-522
-4% -$19.9K 0.03% 443
2020
Q2 		$446K Buy
+12,230
New +$456K 0.07% 233
2020
Q1 		– Sell
-13,799
Closed -$584K – 243
2019
Q4 		$584K Buy
+13,799
New +$574K 0.07% 273

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

J.W. Cole Advisors's FUTY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 26,588 shares worth $1.55M. The stake represents 0.03% of the portfolio and ranks #593 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FUTY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FUTY in Q4 2019 and has held it in 24 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • J.W. Cole Advisors held 26,588 shares of Fidelity MSCI Utilities Index ETF worth $1.55M as of Q2 2026.
  • Fidelity MSCI Utilities Index ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #593 holding.
  • J.W. Cole Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 24 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.