Kingswood Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Kingswood Wealth Advisors’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	$2.53M	Sell	43,346 -22,094	-34%	-$1.29M	0.1%	218
2026 Q1	$3.87M	Sell	65,440 -85,359	-57%	-$4.95M	0.18%	128
2025 Q4	$8.33M	Buy	150,799 +3,496	+2%	+$200K	0.4%	45
2025 Q3	$8.32M	Buy	147,303 +105,999	+257%	+$5.79M	0.5%	33
2025 Q2	$2.17M	Buy	41,304 +841	+2%	+$43.2K	0.17%	127
2025 Q1	$2.06M	Sell	40,463 -24,715	-38%	-$1.25M	0.19%	127
2024 Q4	$3.18M	Sell	65,178 -45,939	-41%	-$2.34M	0.24%	92
2024 Q3	$5.76M	Buy	+111,117	New	+$5.31M	0.41%	50

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

Kingswood Wealth Advisors's FUTY Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 34% in Q2 2026, selling an estimated $1.29M and leaving 43,346 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #218.

Kingswood Wealth Advisors first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.33M in Q4 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Kingswood Wealth Advisors held 43,346 shares of Fidelity MSCI Utilities Index ETF worth $2.53M as of Q2 2026.
Kingswood Wealth Advisors sold 22,094 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.29M.
Fidelity MSCI Utilities Index ETF made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #218 holding.
Kingswood Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $8.33M in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.