Mariner’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Mariner’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	$20M	Sell	341,739 -22,966	-6%	-$1.34M	0.02%	473
2026 Q1	$21.5M	Buy	364,705 +10,762	+3%	+$624K	0.03%	447
2025 Q4	$19.5M	Sell	353,943 -18,361	-5%	-$1.05M	0.02%	455
2025 Q3	$21M	Buy	372,304 +19,265	+5%	+$1.05M	0.03%	405
2025 Q2	$18.6M	Buy	353,039 +335,469	+1,909%	+$17.3M	0.03%	434
2025 Q1	$895K	Buy	17,570 +9,207	+110%	+$464K	﹤0.01%	1766
2024 Q4	$408K	Hold	8,363	–	–	﹤0.01%	2359
2024 Q3	$433K	Sell	8,363 -523	-6%	-$25K	﹤0.01%	2253
2024 Q2	$391K	Hold	8,886	–	–	﹤0.01%	2243
2024 Q1	$377K	Sell	8,886 -445	-5%	-$17.9K	﹤0.01%	2245
2023 Q4	$381K	Buy	+9,331	New	+$366K	﹤0.01%	2145
2023 Q3	–	Sell	-5,027	Closed	-$213K	–	2949
2023 Q2	$213K	Buy	5,027 +314	+7%	+$13.7K	﹤0.01%	2414
2023 Q1	$207K	Sell	4,713 -3,602	-43%	-$158K	﹤0.01%	2392
2022 Q4	$379K	Buy	8,315 +3,577	+75%	+$157K	﹤0.01%	1852
2022 Q3	$200K	Buy	+4,738	New	+$224K	﹤0.01%	2060
2022 Q2	–	Sell	-31,123	Closed	-$1.49M	–	1400
2022 Q1	$1.49M	Buy	31,123 +2,423	+8%	+$108K	0.01%	814
2021 Q4	$1.33M	Sell	28,700 -3,505	-11%	-$153K	0.01%	754
2021 Q3	$1.33M	Buy	32,205 +5,815	+22%	+$251K	0.01%	623
2021 Q2	$1.08M	Sell	26,390 -777	-3%	-$32.9K	0.01%	644
2021 Q1	$1.13M	Buy	+27,167	New	+$1.09M	0.01%	583
2016 Q4	–	Sell	-8,427	Closed	-$267K	–	647
2016 Q3	$267K	Buy	+8,427	New	+$276K	0.01%	499

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

Mariner's FUTY Position: Q2 2026 in Review

Mariner reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.3% in Q2 2026, selling an estimated $1.34M and leaving 341,739 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #473.

Mariner first reported a position in FUTY in Q3 2016 and has held it in 21 quarters since. The position peaked at $21.5M in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Mariner held 341,739 shares of Fidelity MSCI Utilities Index ETF worth $20M as of Q2 2026.
Mariner sold 22,966 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.34M.
Fidelity MSCI Utilities Index ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #473 holding.
Mariner first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2016 and has held it in 21 quarters since.
Mariner's Fidelity MSCI Utilities Index ETF position peaked at $21.5M in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.