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 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 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 $31B AUM 28.39% 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 $43.3B AUM 29.3% 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

Lifeworks Advisors's FUTY Position: Q1 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.3% in Q1 2026, buying an estimated $161K and bringing the position to 40,667 shares worth $2.4M. The position accounts for 0.31% of the portfolio, ranked #86.

Lifeworks Advisors first reported a position in FUTY in Q3 2022 and has held it in 15 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Lifeworks Advisors held 40,667 shares of Fidelity MSCI Utilities Index ETF worth $2.4M as of Q1 2026.
Lifeworks Advisors bought 2,769 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $161K.
Fidelity MSCI Utilities Index ETF made up 0.31% of Lifeworks Advisors's portfolio in Q1 2026, its #86 holding.
Lifeworks Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and has held it in 15 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.