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JSF Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

JSF Financial’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 		– Sell
-7,186
Closed -$397K – 129
2025
Q4 		$397K Buy
+7,186
New +$411K 0.08% 94
2024
Q1 		– Sell
-30,708
Closed -$1.25M – 110
2023
Q4 		$1.25M Buy
+30,708
New +$1.21M 0.44% 32

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.89T AUM 35.08% 1-Year Est. Return

JSF Financial's FUTY Position: Q1 2026 in Review

JSF Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 7,186 shares — an estimated $397K sold.

JSF Financial first reported a position in FUTY in Q4 2023 and held it in 2 quarters. The position peaked at $1.25M in Q4 2023. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • JSF Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 7,186 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $397K.
  • JSF Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 2 quarters.
  • JSF Financial's Fidelity MSCI Utilities Index ETF position peaked at $1.25M in Q4 2023.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.