JFS Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

JFS Wealth 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	$9.58K	Buy	+164	New	+$9.59K	﹤0.01%	1026
2024 Q4	–	Sell	-135	Closed	-$7K	–	1967
2024 Q3	$7K	Hold	135	–	–	﹤0.01%	990
2024 Q2	$5.93K	Hold	135	–	–	﹤0.01%	995
2024 Q1	$5.73K	Hold	135	–	–	﹤0.01%	1051
2023 Q4	$5.52K	Hold	135	–	–	﹤0.01%	1015
2023 Q3	$5.12K	Hold	135	–	–	﹤0.01%	986
2023 Q2	$5.71K	Hold	135	–	–	﹤0.01%	939
2023 Q1	$5.92K	Buy	+135	New	+$5.93K	﹤0.01%	918
2020 Q2	–	Sell	-1,018	Closed	-$37K	–	542
2020 Q1	$37K	Hold	1,018	–	–	0.01%	237
2019 Q4	$43K	Hold	1,018	–	–	0.01%	252
2019 Q3	$43K	Buy	+1,018	New	+$41.3K	0.01%	251

Other funds holding FUTY

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

TFS

Targeted Financial Services Seminole, Florida $136M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JFS Wealth Advisors's FUTY Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 164 shares worth $9.58K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FUTY as recently as Q3 2024.

JFS Wealth Advisors first reported a position in FUTY in Q3 2019 and has held it in 11 quarters since. The position peaked at $43K in Q4 2019. 33 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

JFS Wealth Advisors held 164 shares of Fidelity MSCI Utilities Index ETF worth $9.58K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new JFS Wealth Advisors position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1026 holding.
JFS Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and has held it in 11 quarters since.
JFS Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $43K in Q4 2019.
33 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.