Kestra Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Kestra Advisory Services’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	$32.1M	Sell	549,769 -2,866	-0.5%	-$168K	0.1%	203
2026 Q1	$32.6M	Buy	552,635 +66,524	+14%	+$3.86M	0.12%	165
2025 Q4	$26.8M	Buy	486,111 +35,476	+8%	+$2.03M	0.11%	182
2025 Q3	$25.4M	Buy	450,635 +25,194	+6%	+$1.38M	0.12%	174
2025 Q2	$22.4M	Buy	425,441 +63,327	+17%	+$3.26M	0.11%	177
2025 Q1	$18.4M	Buy	362,114 +30,735	+9%	+$1.55M	0.09%	201
2024 Q4	$16.2M	Buy	331,379 +34,419	+12%	+$1.76M	0.09%	236
2024 Q3	$15.4M	Buy	296,960 +7,941	+3%	+$380K	0.08%	251
2024 Q2	$12.1M	Buy	289,019 +246,894	+586%	+$10.9M	0.07%	309
2024 Q1	$1.79M	Buy	42,125 +3,456	+9%	+$139K	0.01%	936
2023 Q4	$1.58M	Sell	38,669 -10,650	-22%	-$418K	0.01%	912
2023 Q3	$1.87M	Buy	49,319 +8,551	+21%	+$355K	0.02%	716
2023 Q2	$1.72M	Sell	40,768 -1,594	-4%	-$69.3K	0.02%	730
2023 Q1	$1.86M	Sell	42,362 -82	-0.2%	-$3.6K	0.02%	674
2022 Q4	$1.93M	Sell	42,444 -13,186	-24%	-$580K	0.02%	761
2022 Q3	$2.35M	Buy	55,630 +10,905	+24%	+$515K	0.03%	609
2022 Q2	$2.02M	Sell	44,725 -12,371	-22%	-$576K	0.02%	673
2022 Q1	$2.74M	Buy	57,096 +1,514	+3%	+$67.8K	0.03%	568
2021 Q4	$2.58M	Sell	55,582 -108,201	-66%	-$4.72M	0.03%	598
2021 Q3	$6.74M	Sell	163,783 -3,625	-2%	-$156K	0.07%	312
2021 Q2	$6.87M	Buy	167,408 +119,546	+250%	+$5.07M	0.08%	288
2021 Q1	$1.99M	Sell	47,862 -85,790	-64%	-$3.46M	0.03%	602
2020 Q4	$5.35M	Sell	133,652 -30,366	-19%	-$1.23M	0.06%	318
2020 Q3	$6.22M	Buy	+164,018	New	+$6.26M	0.12%	211

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's FUTY Position: Q2 2026 in Review

Kestra Advisory Services reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.52% in Q2 2026, selling an estimated $168K and leaving 549,769 shares worth $32.1M. The position accounts for 0.1% of the portfolio, ranked #203.

Kestra Advisory Services first reported a position in FUTY in Q3 2020 and has held it in 24 quarters since. The position peaked at $32.6M in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Kestra Advisory Services held 549,769 shares of Fidelity MSCI Utilities Index ETF worth $32.1M as of Q2 2026.
Kestra Advisory Services sold 2,866 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $168K.
Fidelity MSCI Utilities Index ETF made up 0.1% of Kestra Advisory Services's portfolio in Q2 2026, its #203 holding.
Kestra Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $32.6M in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.