Q3 Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Q3 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 Q1	$3.29K	Buy	+55,766	New	+$3.23M	0.8%	19
2025 Q2	–	Sell	-19,617	Closed	-$999K	–	60
2025 Q1	$999K	Buy	19,617 +15,159	+340%	+$764K	0.68%	27
2024 Q4	$217K	Sell	4,458 -319,065	-99%	-$16.3M	0.13%	47
2024 Q3	$16.8M	Buy	323,523 +207,690	+179%	+$9.93M	3.92%	4
2024 Q2	$5.09M	Buy	+115,833	New	+$5.13M	1.16%	13
2023 Q1	–	Sell	-20,308	Closed	-$925K	–	53
2022 Q4	$925K	Sell	20,308 -197,876	-91%	-$8.71M	0.63%	31
2022 Q3	$9.21M	Buy	+218,184	New	+$10.3M	6.7%	3
2020 Q2	–	Sell	-21,335	Closed	-$766K	–	31
2020 Q1	$766K	Buy	+21,335	New	+$887K	0.79%	19
2019 Q3	–	Sell	-5,452	Closed	-$144K	–	28
2019 Q2	$144K	Buy	+5,452	New	+$211K	0.34%	23

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Q3 Asset Management's FUTY Position: Q1 2026 in Review

Q3 Asset Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026: 55,766 shares worth $3.29K. The stake represents 0.8% of the portfolio and ranks #19 among its holdings. This is a return to the name: Q3 Asset Management previously reported a position in FUTY as recently as Q1 2025.

Q3 Asset Management first reported a position in FUTY in Q2 2019 and has held it in 9 quarters since. The position peaked at $16.8M in Q3 2024. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Q3 Asset Management held 55,766 shares of Fidelity MSCI Utilities Index ETF worth $3.29K as of Q1 2026.
Fidelity MSCI Utilities Index ETF was a new Q3 Asset Management position in Q1 2026.
Fidelity MSCI Utilities Index ETF made up 0.8% of Q3 Asset Management's portfolio in Q1 2026, its #19 holding.
Q3 Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and has held it in 9 quarters since.
Q3 Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $16.8M in Q3 2024.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Q3 Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.