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

LifePlan Investment 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	$3.46M	Sell	59,173 -89	-0.2%	-$5.21K	1.19%	31
2026 Q1	$3.5M	Sell	59,262 -1,749	-3%	-$101K	1.38%	27
2025 Q4	$3.37M	Buy	61,011 +686	+1%	+$39.3K	1.37%	30
2025 Q3	$3.41M	Buy	60,325 +1,638	+3%	+$89.4K	1.43%	29
2025 Q2	$3.09M	Sell	58,687 -549	-0.9%	-$28.2K	1.53%	27
2025 Q1	$3.02M	Sell	59,236 -700	-1%	-$35.3K	1.74%	22
2024 Q4	$2.92M	Sell	59,936 -1,856	-3%	-$94.7K	1.81%	21
2024 Q3	$3.2M	Sell	61,792 -5,451	-8%	-$261K	2.05%	19
2024 Q2	$2.96M	Buy	67,243 +1,351	+2%	+$59.9K	2.13%	17
2024 Q1	$2.8M	Sell	65,892 -29,695	-31%	-$1.2M	2.23%	16
2023 Q4	$3.91M	Buy	95,587 +3,236	+4%	+$127K	3.57%	9
2023 Q3	$3.5M	Buy	92,351 +6,496	+8%	+$270K	3.72%	9
2023 Q2	$3.63M	Buy	+85,855	New	+$3.73M	4.06%	8

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

LifePlan Investment Advisors's FUTY Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.15% in Q2 2026, selling an estimated $5.21K and leaving 59,173 shares worth $3.46M. The position accounts for 1.19% of the portfolio, ranked #31.

LifePlan Investment Advisors first reported a position in FUTY in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.91M in Q4 2023. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

LifePlan Investment Advisors held 59,173 shares of Fidelity MSCI Utilities Index ETF worth $3.46M as of Q2 2026.
LifePlan Investment Advisors sold 89 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $5.21K.
Fidelity MSCI Utilities Index ETF made up 1.19% of LifePlan Investment Advisors's portfolio in Q2 2026, its #31 holding.
LifePlan Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.91M in Q4 2023.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.