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

Lifeworks 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 		$2.43M Buy
41,605
+938
+2% +$54.9K 0.25% 86
2026
Q1 		$2.4M Buy
40,667
+2,769
+7% +$161K 0.31% 86
2025
Q4 		$2.09M Buy
37,898
+3,890
+11% +$223K 0.27% 88
2025
Q3 		$1.92M Buy
34,008
+821
+2% +$44.8K 0.26% 89
2025
Q2 		$1.75M Sell
33,187
-367
-1% -$18.9K 0.26% 91
2025
Q1 		$1.71M Buy
33,554
+3,085
+10% +$155K 0.28% 88
2024
Q4 		$1.49M Buy
30,469
+23,074
+312% +$1.18M 0.27% 97
2024
Q3 		$383K Buy
7,395
+863
+13% +$41.3K 0.08% 198
2024
Q2 		$287K Buy
6,532
+999
+18% +$44.3K 0.08% 182
2024
Q1 		$235K Sell
5,533
-153
-3% -$6.16K 0.07% 211
2023
Q4 		$232K Sell
5,686
-17,981
-76% -$706K 0.08% 185
2023
Q3 		$897K Buy
23,667
+3,753
+19% +$156K 0.35% 82
2023
Q2 		$842K Buy
19,914
+740
+4% +$32.2K 0.36% 81
2023
Q1 		$840K Sell
19,174
-1,619
-8% -$71.2K 0.4% 82
2022
Q4 		$948K Buy
20,793
+151
+0.7% +$6.64K 0.53% 68
2022
Q3 		$894K Buy
+20,642
New +$974K 0.51% 73

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lifeworks Advisors's FUTY Position: Q2 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.3% in Q2 2026, buying an estimated $54.9K and bringing the position to 41,605 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #86.

Lifeworks Advisors first reported a position in FUTY in Q3 2022 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Lifeworks Advisors held 41,605 shares of Fidelity MSCI Utilities Index ETF worth $2.43M as of Q2 2026.
  • Lifeworks Advisors bought 938 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $54.9K.
  • Fidelity MSCI Utilities Index ETF made up 0.25% of Lifeworks Advisors's portfolio in Q2 2026, its #86 holding.
  • Lifeworks Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.