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FUTY icon

NewEdge Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NewEdge Advisors’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 		$4.42M Buy
75,699
+1,948
+3% +$114K 0.01% 824
2026
Q1 		$4.36M Buy
73,751
+4,901
+7% +$284K 0.02% 753
2025
Q4 		$3.8M Buy
68,850
+4,212
+7% +$241K 0.01% 776
2025
Q3 		$3.65M Buy
64,638
+13
+0% +$710 0.02% 750
2025
Q2 		$3.4M Buy
64,625
+1,159
+2% +$59.6K 0.02% 716
2025
Q1 		$3.23M Buy
63,466
+9,414
+17% +$474K 0.02% 655
2024
Q4 		$2.64M Buy
54,052
+16,583
+44% +$846K 0.02% 715
2024
Q3 		$1.94M Sell
37,469
-641
-2% -$30.7K 0.01% 811
2024
Q2 		$1.68M Sell
38,110
-1,566
-4% -$69.4K 0.01% 835
2024
Q1 		$1.68M Buy
39,676
+1,328
+3% +$53.4K 0.01% 760
2023
Q4 		$1.57M Buy
38,348
+3,008
+9% +$118K 0.01% 753
2023
Q3 		$1.34M Buy
35,340
+9,615
+37% +$399K 0.01% 737
2023
Q2 		$1.09M Buy
25,725
+6,290
+32% +$274K 0.01% 824
2023
Q1 		$859K Sell
19,435
-29,947
-61% -$1.32M 0.01% 852
2022
Q4 		$2.23M Sell
49,382
-361,217
-88% -$15.9M 0.06% 314
2022
Q3 		$17.3M Buy
410,599
+321,934
+363% +$15.2M 0.28% 91
2022
Q2 		$4M Buy
88,665
+7,693
+10% +$358K 0.07% 278
2022
Q1 		$3.88M Buy
80,972
+53,568
+195% +$2.4M 0.06% 285
2021
Q4 		$1.27M Buy
+27,404
New +$1.2M 0.02% 620

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's FUTY Position: Q2 2026 in Review

NewEdge Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.6% in Q2 2026, buying an estimated $114K and bringing the position to 75,699 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #824.

NewEdge Advisors first reported a position in FUTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.3M in Q3 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • NewEdge Advisors held 75,699 shares of Fidelity MSCI Utilities Index ETF worth $4.42M as of Q2 2026.
  • NewEdge Advisors bought 1,948 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $114K.
  • Fidelity MSCI Utilities Index ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #824 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Fidelity MSCI Utilities Index ETF position peaked at $17.3M in Q3 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.