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 Q2	$5.81K	Buy	100 +1	+1%	+$59	﹤0.01%	2701
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 $1.55T 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

Larson Financial Group's FUTY Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1% in Q2 2026, buying an estimated $59 and bringing the position to 100 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Larson Financial Group first reported a position in FUTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $28.6K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Larson Financial Group held 100 shares of Fidelity MSCI Utilities Index ETF worth $5.81K as of Q2 2026.
Larson Financial Group bought 1 Fidelity MSCI Utilities Index ETF share in Q2 2026, an estimated $59.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2701 holding.
Larson Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 17 quarters since.
Larson Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $28.6K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.