O'Shaughnessy Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

O'Shaughnessy Asset 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	$129K	Sell	2,211 -83	-4%	-$4.86K	﹤0.01%	2128
2026 Q1	$136K	Buy	2,294 +595	+35%	+$34.5K	﹤0.01%	2072
2025 Q4	$93.8K	Sell	1,699 -51	-3%	-$2.92K	﹤0.01%	2138
2025 Q3	$98.8K	Buy	1,750 +671	+62%	+$36.6K	﹤0.01%	2094
2025 Q2	$56.8K	Buy	1,079 +260	+32%	+$13.4K	﹤0.01%	2022
2025 Q1	$41.7K	Buy	819 +578	+240%	+$29.1K	﹤0.01%	2005
2024 Q4	$11.8K	Buy	241 +51	+27%	+$2.6K	﹤0.01%	2057
2024 Q3	$9.78K	Buy	190 +161	+555%	+$7.7K	﹤0.01%	1998
2024 Q2	$1.27K	Buy	29 +5	+21%	+$222	﹤0.01%	1924
2024 Q1	$1.02K	Buy	24 +16	+200%	+$644	﹤0.01%	1835
2023 Q4	$327	Sell	8 -2,360	-100%	-$92.7K	﹤0.01%	1713
2023 Q3	$89.8K	Buy	+2,368	New	+$98.3K	﹤0.01%	1397

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 22.9% 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

O'Shaughnessy Asset Management's FUTY Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 3.6% in Q2 2026, selling an estimated $4.86K and leaving 2,211 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

O'Shaughnessy Asset Management first reported a position in FUTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $136K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

O'Shaughnessy Asset Management held 2,211 shares of Fidelity MSCI Utilities Index ETF worth $129K as of Q2 2026.
O'Shaughnessy Asset Management sold 83 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $4.86K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2128 holding.
O'Shaughnessy Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $136K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.