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

Larson Financial Group’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	$5.84K	Sell	99 -301	-75%	-$17.4K	﹤0.01%	2524
2025 Q4	$22.1K	Sell	400 -106	-21%	-$6.07K	﹤0.01%	1662
2025 Q3	$28.6K	Buy	506 +111	+28%	+$6.06K	﹤0.01%	1441
2025 Q2	$20.8K	Buy	395 +3	+0.8%	+$154	﹤0.01%	1474
2025 Q1	$20K	Sell	392 -61	-13%	-$3.07K	﹤0.01%	1369
2024 Q4	$22.1K	Buy	453 +340	+301%	+$17.3K	﹤0.01%	1178
2024 Q3	$5.87K	Hold	113	–	–	﹤0.01%	1641
2024 Q2	$4.95K	Sell	113 -14	-11%	-$620	﹤0.01%	1451
2024 Q1	$5.38K	Sell	127 -107	-46%	-$4.31K	﹤0.01%	1185
2023 Q4	$9.56K	Buy	234 +100	+75%	+$3.93K	﹤0.01%	1030
2023 Q3	$5.08K	Hold	134	–	–	﹤0.01%	1174
2023 Q2	$5.67K	Sell	134 -244	-65%	-$10.6K	﹤0.01%	1066
2023 Q1	$16.5K	Buy	378 +208	+122%	+$9.14K	﹤0.01%	796
2022 Q4	$7.75K	Buy	170 +78	+85%	+$3.43K	﹤0.01%	935
2022 Q3	$4K	Hold	92	–	–	﹤0.01%	989
2022 Q2	$4K	Buy	+92	New	+$4.29K	﹤0.01%	901

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FUTY Position: Q1 2026 in Review

Larson Financial Group reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 75% in Q1 2026, selling an estimated $17.4K and leaving 99 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Larson Financial Group first reported a position in FUTY in Q2 2022 and has held it in 16 quarters since. The position peaked at $28.6K in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Larson Financial Group held 99 shares of Fidelity MSCI Utilities Index ETF worth $5.84K as of Q1 2026.
Larson Financial Group sold 301 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $17.4K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2524 holding.
Larson Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 16 quarters since.
Larson Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $28.6K in Q3 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.