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&Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

&Partners’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 		$257K Sell
4,403
-607
-12% -$35.5K ﹤0.01% 2224
2026
Q1 		$296K Buy
+5,010
New +$290K ﹤0.01% 2005

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

&Partners's FUTY Position: Q2 2026 in Review

&Partners reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 12% in Q2 2026, selling an estimated $35.5K and leaving 4,403 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

&Partners first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • &Partners held 4,403 shares of Fidelity MSCI Utilities Index ETF worth $257K as of Q2 2026.
  • &Partners sold 607 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $35.5K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2224 holding.
  • &Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • &Partners's Fidelity MSCI Utilities Index ETF position peaked at $296K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.