Maltin Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Maltin Wealth 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 Q3	$3.75M	Buy	73,509 +1,621	+2%	+$90.9K	1.22%	30
2026 Q2	$4.2M	Buy	71,888 +681	+1%	+$39.8K	1.4%	23
2026 Q1	$4.21M	Buy	71,207 +14,498	+26%	+$840K	1.61%	20
2025 Q4	$3.13M	Buy	56,709 +7,968	+16%	+$456K	1.25%	29
2025 Q3	$2.75M	Buy	48,741 +2,363	+5%	+$129K	1.14%	35
2025 Q2	$2.44M	Buy	46,378 +1,787	+4%	+$91.9K	1.1%	35
2025 Q1	$2.27M	Buy	44,591 +3,013	+7%	+$152K	1.07%	36
2024 Q4	$2.03M	Buy	41,578 +331	+0.8%	+$16.9K	1%	35
2024 Q3	$2.14M	Buy	41,247 +2,566	+7%	+$123K	1.04%	34
2024 Q2	$1.7M	Buy	38,681 +1,504	+4%	+$66.6K	0.91%	37
2024 Q1	$1.58M	Buy	37,177 +2,618	+8%	+$105K	0.89%	36
2023 Q4	$1.41M	Sell	34,559 -10,999	-24%	-$432K	0.9%	35
2023 Q3	$1.73M	Buy	45,558 +1,306	+3%	+$54.2K	1.21%	31
2023 Q2	$1.87M	Buy	44,252 +1,393	+3%	+$60.6K	1.32%	26
2023 Q1	$1.88M	Buy	42,859 +2,463	+6%	+$108K	1.35%	26
2022 Q4	$1.84M	Buy	40,396 +1,656	+4%	+$72.9K	1.34%	24
2022 Q3	$1.64M	Buy	38,740 +2,011	+5%	+$94.9K	1.29%	26
2022 Q2	$1.66M	Sell	36,729 -371	-1%	-$17.3K	1.2%	27
2022 Q1	$1.78M	Buy	37,100 +541	+1%	+$24.2K	1.18%	27
2021 Q4	$1.69M	Buy	36,559 +692	+2%	+$30.2K	1.02%	32
2021 Q3	$1.48M	Buy	35,867 +199	+0.6%	+$8.58K	0.91%	33
2021 Q2	$1.46M	Buy	35,668 +1,275	+4%	+$54K	0.89%	34
2021 Q1	$1.43M	Buy	34,393 +1,451	+4%	+$58.5K	0.93%	34
2020 Q4	$1.34M	Sell	32,942 -1,691	-5%	-$68.8K	0.94%	33
2020 Q3	$1.31M	Sell	34,633 -1,946	-5%	-$74.2K	0.93%	36
2020 Q2	$1.33M	Sell	36,579 -834	-2%	-$31.1K	1.01%	30
2020 Q1	$1.34M	Sell	37,413 -1,960	-5%	-$81.5K	1.14%	29
2019 Q4	$1.67M	Buy	+39,373	New	+$1.64M	1.08%	28

Other funds holding FUTY

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Maltin Wealth Management's FUTY Position: Q3 2026 in Review

Maltin Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.3% in Q3 2026, buying an estimated $90.9K and bringing the position to 73,509 shares worth $3.75M. The position accounts for 1.22% of the portfolio, ranked #30.

Maltin Wealth Management first reported a position in FUTY in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.21M in Q1 2026. 27 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

Maltin Wealth Management held 73,509 shares of Fidelity MSCI Utilities Index ETF worth $3.75M as of Q3 2026.
Maltin Wealth Management bought 1,621 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $90.9K.
Fidelity MSCI Utilities Index ETF made up 1.22% of Maltin Wealth Management's portfolio in Q3 2026, its #30 holding.
Maltin Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 28 quarters since.
Maltin Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $4.21M in Q1 2026.
27 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.