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

Modern 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 Q2	$739K	Sell	12,649 -332	-3%	-$19.4K	0.01%	602
2026 Q1	$771K	Sell	12,981 -4,663	-26%	-$270K	0.01%	479
2025 Q4	$974K	Sell	17,644 -8,284	-32%	-$474K	0.02%	408
2025 Q3	$1.46M	Sell	25,928 -39,272	-60%	-$2.14M	0.03%	327
2025 Q2	$3.43M	Buy	65,200 +413	+0.6%	+$21.2K	0.08%	204
2025 Q1	$3.3M	Buy	64,787 +1,360	+2%	+$68.5K	0.11%	164
2024 Q4	$3.09M	Buy	+63,427	New	+$3.24M	0.12%	148

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

Modern Wealth Management's FUTY Position: Q2 2026 in Review

Modern Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.6% in Q2 2026, selling an estimated $19.4K and leaving 12,649 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #602.

Modern Wealth Management first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.43M in Q2 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Modern Wealth Management held 12,649 shares of Fidelity MSCI Utilities Index ETF worth $739K as of Q2 2026.
Modern Wealth Management sold 332 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $19.4K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #602 holding.
Modern Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $3.43M in Q2 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.