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

PFG 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	$660K	Sell	11,297 -632	-5%	-$37K	0.03%	454
2026 Q1	$705K	Sell	11,929 -7,335	-38%	-$425K	0.03%	463
2025 Q4	$1.06M	Buy	19,264 +1,080	+6%	+$61.8K	0.05%	366
2025 Q3	$1.03M	Buy	+18,184	New	+$993K	0.04%	395
2025 Q2	–	Sell	-14,519	Closed	-$740K	–	663
2025 Q1	$740K	Buy	14,519 +2,098	+17%	+$106K	0.04%	385
2024 Q4	$606K	Buy	12,421 +1,467	+13%	+$74.8K	0.04%	419
2024 Q3	$568K	Buy	10,954 +1,071	+11%	+$51.2K	0.04%	413
2024 Q2	$434K	Buy	9,883 +4,178	+73%	+$185K	0.03%	461
2024 Q1	$242K	Buy	5,705 +312	+6%	+$12.6K	0.02%	577
2023 Q4	$220K	Sell	5,393 -232	-4%	-$9.11K	0.02%	572
2023 Q3	$213K	Buy	5,625 +173	+3%	+$7.18K	0.02%	561
2023 Q2	$230K	Buy	5,452 +197	+4%	+$8.57K	0.02%	608
2023 Q1	$230K	Buy	+5,255	New	+$231K	0.02%	570

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

PFG Advisors's FUTY Position: Q2 2026 in Review

PFG Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5.3% in Q2 2026, selling an estimated $37K and leaving 11,297 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #454.

PFG Advisors first reported a position in FUTY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

PFG Advisors held 11,297 shares of Fidelity MSCI Utilities Index ETF worth $660K as of Q2 2026.
PFG Advisors sold 632 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $37K.
Fidelity MSCI Utilities Index ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #454 holding.
PFG Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 13 quarters since.
PFG Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.06M in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.