John Overdeck’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

John Overdeck’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	–	Sell	-27,900	Closed	-$1.65M	–	5191
2026 Q1	$1.65M	Buy	+27,900	New	+$1.62M	﹤0.01%	2907
2025 Q2	–	Sell	-110,800	Closed	-$5.65M	–	3295
2025 Q1	$5.65M	Sell	110,800 -78,400	-41%	-$3.95M	0.01%	1059
2024 Q4	$9.23M	Buy	+189,200	New	+$9.65M	0.02%	793
2023 Q4	–	Sell	-57,000	Closed	-$2.16M	–	3225
2023 Q3	$2.16M	Sell	57,000 -2,800	-5%	-$116K	0.01%	1330
2023 Q2	$2.53M	Buy	+59,800	New	+$2.6M	0.01%	1280

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

John Overdeck's FUTY Position: Q2 2026 in Review

John Overdeck sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 27,900 shares — an estimated $1.65M sold.

John Overdeck first reported a position in FUTY in Q2 2023 and held it in 5 quarters. The position peaked at $9.23M in Q4 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

John Overdeck reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 27,900 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.65M.
John Overdeck first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and held it in 5 quarters.
John Overdeck's Fidelity MSCI Utilities Index ETF position peaked at $9.23M in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.