Pathway Financial Advisers’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Pathway Financial Advisers’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	$298K	Buy	5,104 +354	+7%	+$20.7K	0.08%	150
2026 Q1	$281K	Buy	4,750 +62	+1%	+$3.59K	0.08%	145
2025 Q4	$259K	Sell	4,688 -1	-0%	-$57	0.08%	146
2025 Q3	$264K	Sell	4,689 -209	-4%	-$11.4K	0.08%	146
2025 Q2	$258K	Buy	4,898 +179	+4%	+$9.2K	0.08%	148
2025 Q1	$240K	Sell	4,719 -188	-4%	-$9.47K	0.08%	147
2024 Q4	$239K	Sell	4,907 -26	-0.5%	-$1.33K	0.08%	149
2024 Q3	$256K	Sell	4,933 -1,310	-21%	-$62.6K	0.12%	109
2024 Q2	$273K	Sell	6,243 -14	-0.2%	-$620	0.1%	144
2024 Q1	$265K	Sell	6,257 -245	-4%	-$9.86K	0.1%	146
2023 Q4	$266K	Sell	6,502 -258	-4%	-$10.1K	0.1%	148
2023 Q3	$256K	Buy	+6,760	New	+$281K	0.11%	147
2023 Q1	$320K	Buy	7,303 +265	+4%	+$11.7K	0.13%	140
2022 Q4	$321K	Buy	+7,038	New	+$310K	0.13%	134

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

Pathway Financial Advisers's FUTY Position: Q2 2026 in Review

Pathway Financial Advisers increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.5% in Q2 2026, buying an estimated $20.7K and bringing the position to 5,104 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #150.

Pathway Financial Advisers first reported a position in FUTY in Q4 2022 and has held it in 14 quarters since. The position peaked at $321K in Q4 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Pathway Financial Advisers held 5,104 shares of Fidelity MSCI Utilities Index ETF worth $298K as of Q2 2026.
Pathway Financial Advisers bought 354 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $20.7K.
Fidelity MSCI Utilities Index ETF made up 0.08% of Pathway Financial Advisers's portfolio in Q2 2026, its #150 holding.
Pathway Financial Advisers first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Fidelity MSCI Utilities Index ETF position peaked at $321K in Q4 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.