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

Kestra Private Wealth 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	$290K	Buy	4,964 +257	+5%	+$15K	﹤0.01%	1509
2026 Q1	$278K	Buy	4,707 +245	+5%	+$14.2K	﹤0.01%	1490
2025 Q4	$246K	Buy	4,462 +314	+8%	+$18K	﹤0.01%	1512
2025 Q3	$234K	Sell	4,148 -86	-2%	-$4.7K	﹤0.01%	1486
2025 Q2	$223K	Sell	4,234 -429	-9%	-$22.1K	﹤0.01%	1457
2025 Q1	$238K	Buy	+4,663	New	+$235K	﹤0.01%	1302
2024 Q4	–	Sell	-3,995	Closed	-$207K	–	1448
2024 Q3	$207K	Buy	+3,995	New	+$191K	﹤0.01%	1256
2021 Q4	–	Sell	-5,307	Closed	-$218K	–	1003
2021 Q3	$218K	Buy	+5,307	New	+$229K	0.01%	820
2020 Q4	–	Sell	-7,354	Closed	-$275K	–	759
2020 Q3	$275K	Buy	+7,354	New	+$281K	0.02%	510

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 22.9% 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

Kestra Private Wealth Services's FUTY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5.5% in Q2 2026, buying an estimated $15K and bringing the position to 4,964 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Kestra Private Wealth Services first reported a position in FUTY in Q3 2020 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Kestra Private Wealth Services held 4,964 shares of Fidelity MSCI Utilities Index ETF worth $290K as of Q2 2026.
Kestra Private Wealth Services bought 257 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $15K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1509 holding.
Kestra Private Wealth Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and has held it in 9 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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