Mather Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Mather Group’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	$4.09K	Hold	70	–	–	﹤0.01%	1650
2026 Q1	$4.13K	Buy	+70	New	+$4.06K	﹤0.01%	1605
2025 Q4	–	Sell	-70	Closed	-$3.95K	–	1018
2025 Q3	$3.95K	Buy	+70	New	+$3.82K	﹤0.01%	1440
2025 Q2	–	Sell	-70	Closed	-$3.57K	–	1022
2025 Q1	$3.57K	Hold	70	–	–	﹤0.01%	1462
2024 Q4	$3.42K	Buy	+70	New	+$3.57K	﹤0.01%	1439
2024 Q3	–	Sell	-273	Closed	-$11.6K	–	1890
2024 Q2	$11.6K	Buy	+273	New	+$12.1K	﹤0.01%	1414

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

Mather Group's FUTY Position: Q2 2026 in Review

Mather Group held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 70 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Mather Group first reported a position in FUTY in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.6K in Q2 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Mather Group held 70 shares of Fidelity MSCI Utilities Index ETF worth $4.09K as of Q2 2026.
Mather Group left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1650 holding.
Mather Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and has held it in 6 quarters since.
Mather Group's Fidelity MSCI Utilities Index ETF position peaked at $11.6K in Q2 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.