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Jaffetilchin Investment Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$1.42M Sell
24,053
-600
-2% -$34.8K 0.08% 155
2025
Q4 		$1.36M Buy
24,653
+382
+2% +$21.9K 0.08% 156
2025
Q3 		$1.37M Buy
24,271
+312
+1% +$17K 0.08% 153
2025
Q2 		$1.26M Sell
23,959
-66
-0.3% -$3.39K 0.08% 154
2025
Q1 		$1.22M Buy
24,025
+216
+0.9% +$10.9K 0.09% 157
2024
Q4 		$1.16M Buy
23,809
+2,331
+11% +$119K 0.08% 151
2024
Q3 		$1.11M Buy
21,478
+125
+0.6% +$5.98K 0.08% 140
2024
Q2 		$939K Buy
21,353
+163
+0.8% +$7.22K 0.08% 137
2024
Q1 		$899K Sell
21,190
-504
-2% -$20.3K 0.08% 148
2023
Q4 		$886K Sell
21,694
-864
-4% -$33.9K 0.09% 146
2023
Q3 		$855K Buy
22,558
+204
+0.9% +$8.47K 0.09% 131
2023
Q2 		$945K Buy
22,354
+161
+0.7% +$7K 0.1% 128
2023
Q1 		$973K Buy
22,193
+181
+0.8% +$7.96K 0.11% 132
2022
Q4 		$1M Buy
22,012
+460
+2% +$20.2K 0.12% 130
2022
Q3 		$910K Buy
21,552
+153
+0.7% +$7.22K 0.12% 114
2022
Q2 		$966K Buy
21,399
+3,758
+21% +$175K 0.11% 121
2022
Q1 		$800K Buy
17,641
+2,163
+14% +$96.8K 0.09% 136
2021
Q4 		$717K Buy
15,478
+1,635
+12% +$71.4K 0.07% 177
2021
Q3 		$570K Buy
13,843
+4,009
+41% +$173K 0.06% 183
2021
Q2 		$404K Buy
9,834
+231
+2% +$9.79K 0.03% 291
2021
Q1 		$398K Buy
9,603
+72
+0.8% +$2.9K 0.05% 227
2020
Q4 		$387K Buy
9,531
+712
+8% +$29K 0.05% 194
2020
Q3 		$335K Buy
8,819
+712
+9% +$27.2K 0.06% 173
2020
Q2 		$296K Sell
8,107
-16
-0.2% -$596 0.07% 169
2020
Q1 		$292K Buy
8,123
+1,567
+24% +$65.2K 0.1% 122
2019
Q4 		$277K Buy
6,556
+315
+5% +$13.1K 0.06% 174
2019
Q3 		$265K Buy
6,241
+40
+0.6% +$1.62K 0.06% 184
2019
Q2 		$244K Buy
6,201
+167
+3% +$6.45K 0.06% 217
2019
Q1 		$231K Buy
6,034
+183
+3% +$6.71K 0.05% 258
2018
Q4 		$204K Buy
+5,851
New +$209K 0.05% 242

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's FUTY Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.4% in Q1 2026, selling an estimated $34.8K and leaving 24,053 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #155.

Jaffetilchin Investment Partners first reported a position in FUTY in Q4 2018 and has held it in 30 quarters since. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Jaffetilchin Investment Partners held 24,053 shares of Fidelity MSCI Utilities Index ETF worth $1.42M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 600 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $34.8K.
  • Fidelity MSCI Utilities Index ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #155 holding.
  • Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 30 quarters since.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.