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

Merit Financial 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 		$650K Sell
11,126
-433
-4% -$25.3K ﹤0.01% 1338
2026
Q1 		$683K Buy
+11,559
New +$670K 0.01% 1189

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Merit Financial Group's FUTY Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 3.7% in Q2 2026, selling an estimated $25.3K and leaving 11,126 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Merit Financial Group first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $683K in Q1 2026. 63 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Merit Financial Group held 11,126 shares of Fidelity MSCI Utilities Index ETF worth $650K as of Q2 2026.
  • Merit Financial Group sold 433 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $25.3K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1338 holding.
  • Merit Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $683K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.