Marshall Investment Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Marshall Investment 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 Q1	–	Sell	-8,612	Closed	-$476K	–	276
2025 Q4	$476K	Buy	8,612 +1,067	+14%	+$61.1K	0.24%	56
2025 Q3	$426K	Buy	+7,545	New	+$412K	0.23%	57

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Investment Management's FUTY Position: Q1 2026 in Review

Marshall Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 8,612 shares — an estimated $476K sold.

Marshall Investment Management first reported a position in FUTY in Q3 2025 and held it in 2 quarters. The position peaked at $476K in Q4 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Marshall Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Marshall Investment Management sold 8,612 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $476K.
Marshall Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and held it in 2 quarters.
Marshall Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $476K in Q4 2025.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.