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Regatta Research & Money Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Regatta Research & Money Management’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 		$146K Buy
+2,503
New +$146K 0.14% 140

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LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's FUTY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 2,503 shares worth $146K. The stake represents 0.14% of the portfolio and ranks #140 among its holdings.

209 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Regatta Research & Money Management held 2,503 shares of Fidelity MSCI Utilities Index ETF worth $146K as of Q2 2026.
  • Fidelity MSCI Utilities Index ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #140 holding.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.