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

Lido 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 Q1	$33.7M	Sell	570,556 -27,075	-5%	-$1.57M	0.1%	134
2025 Q4	$33.7M	Buy	597,631 +1,090	+0.2%	+$62.4K	0.1%	131
2025 Q3	$33.7M	Buy	596,541 +22,028	+4%	+$1.2M	0.11%	124
2025 Q2	$30.2M	Buy	574,513 +61,484	+12%	+$3.16M	0.12%	107
2025 Q1	$26.1M	Sell	513,029 -36,096	-7%	-$1.82M	0.12%	110
2024 Q4	$26.8M	Buy	549,125 +21,496	+4%	+$1.1M	0.12%	102
2024 Q3	$27.3M	Buy	527,629 +8,092	+2%	+$387K	0.14%	78
2024 Q2	$22.8M	Buy	519,537 +11,002	+2%	+$487K	0.13%	87
2024 Q1	$21.6M	Buy	508,535 +110,004	+28%	+$4.43M	0.13%	81
2023 Q4	$16.3M	Sell	398,531 -1,113	-0.3%	-$43.7K	0.11%	97
2023 Q3	$15.2M	Sell	399,644 -17,974	-4%	-$746K	0.12%	99
2023 Q2	$17.7M	Buy	417,618 +27,674	+7%	+$1.2M	0.13%	91
2023 Q1	$17.1M	Buy	389,944 +21,161	+6%	+$930K	0.17%	73
2022 Q4	$16.8M	Sell	368,783 -796	-0.2%	-$35K	0.21%	63
2022 Q3	$15.6M	Buy	369,579 +24,271	+7%	+$1.15M	0.2%	51
2022 Q2	$15.6M	Sell	345,308 -49,790	-13%	-$2.32M	0.21%	53
2022 Q1	$18.9M	Buy	395,098 +79,794	+25%	+$3.57M	0.21%	49
2021 Q4	$14.6M	Buy	315,304 +32,674	+12%	+$1.43M	0.16%	76
2021 Q3	$11.6M	Buy	282,630 +46,199	+20%	+$1.99M	0.16%	75
2021 Q2	$9.7M	Buy	236,431 +1,376	+0.6%	+$58.3K	0.14%	91
2021 Q1	$9.75M	Buy	235,055 +30,595	+15%	+$1.23M	0.17%	85
2020 Q4	$8.3M	Buy	204,460 +22,783	+13%	+$926K	0.17%	79
2020 Q3	$6.89M	Sell	181,677 -16,221	-8%	-$619K	0.18%	70
2020 Q2	$7.22M	Buy	197,898 +10,311	+5%	+$384K	0.22%	56
2020 Q1	$6.74M	Buy	187,587 +12,918	+7%	+$537K	0.29%	45
2019 Q4	$7.39M	Buy	174,669 +29,823	+21%	+$1.24M	0.29%	55
2019 Q3	$6.16M	Buy	144,846 +8,044	+6%	+$326K	0.31%	51
2019 Q2	$5.37M	Buy	136,802 +22,977	+20%	+$888K	0.31%	52
2019 Q1	$4.36M	Buy	113,825 +15,411	+16%	+$565K	0.28%	60
2018 Q4	$3.43M	Buy	98,414 +21,414	+28%	+$767K	0.34%	44
2018 Q3	$2.68M	Buy	77,000 +26,126	+51%	+$915K	0.26%	63
2018 Q2	$1.74M	Buy	50,874 +19,697	+63%	+$653K	0.2%	75
2018 Q1	$1.03M	Buy	31,177 +3,967	+15%	+$129K	0.14%	97
2017 Q4	$939K	Buy	27,210 +5,076	+23%	+$181K	0.13%	90
2017 Q3	$795K	Buy	22,134 +8,761	+66%	+$306K	0.13%	98
2017 Q2	$452K	Buy	13,373 +3,699	+38%	+$126K	0.09%	124
2017 Q1	$325K	Buy	+9,674	New	+$314K	0.09%	141

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lido Advisors's FUTY Position: Q1 2026 in Review

Lido Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.5% in Q1 2026, selling an estimated $1.57M and leaving 570,556 shares worth $33.7M. The position accounts for 0.1% of the portfolio, ranked #134.

Lido Advisors first reported a position in FUTY in Q1 2017 and has held it in 37 quarters since. The position peaked at $33.7M in Q4 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Lido Advisors held 570,556 shares of Fidelity MSCI Utilities Index ETF worth $33.7M as of Q1 2026.
Lido Advisors sold 27,075 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $1.57M.
Fidelity MSCI Utilities Index ETF made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #134 holding.
Lido Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2017 and has held it in 37 quarters since.
Lido Advisors's Fidelity MSCI Utilities Index ETF position peaked at $33.7M in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.