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

Key Financial Inc’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	-104	Closed	-$6.14K	–	1388
2026 Q1	$6.14K	Sell	104 -20	-16%	-$1.16K	﹤0.01%	992
2025 Q4	$6.85K	Hold	124	–	–	﹤0.01%	971
2025 Q3	$7.06K	Hold	124	–	–	﹤0.01%	961
2025 Q2	$6.52K	Buy	124 +51	+70%	+$2.62K	﹤0.01%	975
2025 Q1	$3.72K	Hold	73	–	–	﹤0.01%	1059
2024 Q4	$3.56K	Hold	73	–	–	﹤0.01%	1065
2024 Q3	$3.78K	Hold	73	–	–	﹤0.01%	1031
2024 Q2	$3.21K	Hold	73	–	–	﹤0.01%	1045
2024 Q1	$3.1K	Hold	73	–	–	﹤0.01%	1043
2023 Q4	$2.98K	Hold	73	–	–	﹤0.01%	1046
2023 Q3	$2.77K	Buy	73 +46	+170%	+$1.91K	﹤0.01%	1066
2023 Q2	$1.14K	Hold	27	–	–	﹤0.01%	1226
2023 Q1	$1.18K	Hold	27	–	–	﹤0.01%	1014
2022 Q4	$1.14K	Hold	27	–	–	﹤0.01%	1017
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1031
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1017
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1003
2021 Q4	$1K	Buy	+27	New	+$1.18K	﹤0.01%	889

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

Key Financial Inc's FUTY Position: Q2 2026 in Review

Key Financial Inc sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 104 shares — an estimated $6.14K sold.

Key Financial Inc first reported a position in FUTY in Q4 2021 and held it in 18 quarters. The position peaked at $7.06K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Key Financial Inc reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 104 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $6.14K.
Key Financial Inc first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 18 quarters.
Key Financial Inc's Fidelity MSCI Utilities Index ETF position peaked at $7.06K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.