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NWAM LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NWAM LLC’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 		$1.3M Buy
22,207
+34
+0.2% +$1.99K 0.06% 283
2026
Q1 		$1.31M Buy
22,173
+67
+0.3% +$3.88K 0.08% 242
2025
Q4 		$1.23M Hold
22,106
– – 0.07% 244
2025
Q3 		$1.31M Buy
22,106
+567
+3% +$31K 0.07% 242
2025
Q2 		$1.19M Hold
21,539
– – 0.07% 246
2025
Q1 		$1.1M Buy
21,539
+221
+1% +$11.1K 0.09% 194
2024
Q4 		$1.04M Buy
21,318
+1,062
+5% +$54.2K 0.06% 256
2024
Q3 		$1.05M Buy
+20,256
New +$969K 0.06% 261
2024
Q2 		– Sell
-22,500
Closed -$1.01M – 289
2024
Q1 		$1.01M Sell
22,500
-7,625
-25% -$307K 0.08% 224
2023
Q4 		$1.23M Sell
30,125
-7,963
-21% -$313K 0.1% 197
2023
Q3 		$1.44M Buy
38,088
+3,156
+9% +$131K 0.15% 145
2023
Q2 		$1.48M Sell
34,932
-284
-0.8% -$12.3K 0.12% 169
2023
Q1 		$1.54M Buy
35,216
+3,221
+10% +$142K 0.16% 136
2022
Q4 		$1.46M Sell
31,995
-275
-0.9% -$12.1K 0.13% 169
2022
Q3 		$1.36M Sell
32,270
-3,331
-9% -$157K 0.13% 159
2022
Q2 		$1.59M Buy
35,601
+811
+2% +$37.8K 0.15% 144
2022
Q1 		$1.67M Sell
34,790
-735
-2% -$32.9K 0.13% 164
2021
Q4 		$1.65M Sell
35,525
-1,157
-3% -$50.5K 0.13% 171
2021
Q3 		$1.51M Buy
36,682
+9,237
+34% +$398K 0.14% 163
2021
Q2 		$1.13M Buy
27,445
+13,190
+93% +$559K 0.1% 191
2021
Q1 		$591K Buy
14,255
+1,370
+11% +$55.2K 0.06% 277
2020
Q4 		$523K Buy
+12,885
New +$524K 0.06% 264

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

NWAM LLC's FUTY Position: Q2 2026 in Review

NWAM LLC increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.15% in Q2 2026, buying an estimated $1.99K and bringing the position to 22,207 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #283.

NWAM LLC first reported a position in FUTY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q1 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • NWAM LLC held 22,207 shares of Fidelity MSCI Utilities Index ETF worth $1.3M as of Q2 2026.
  • NWAM LLC bought 34 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.99K.
  • Fidelity MSCI Utilities Index ETF made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #283 holding.
  • NWAM LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 22 quarters since.
  • NWAM LLC's Fidelity MSCI Utilities Index ETF position peaked at $1.67M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.