Raymond James Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Raymond James Financial’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	$5.94M	Sell	100,531 -148	-0.1%	-$8.58K	﹤0.01%	2456
2025 Q4	$5.56M	Buy	100,679 +2,976	+3%	+$170K	﹤0.01%	2431
2025 Q3	$5.52M	Buy	97,703 +7,545	+8%	+$412K	﹤0.01%	2392
2025 Q2	$4.74M	Sell	90,158 -1,627	-2%	-$83.7K	﹤0.01%	2411
2025 Q1	$4.68M	Buy	91,785 +30,781	+50%	+$1.55M	﹤0.01%	2378
2024 Q4	$2.98M	Buy	+61,004	New	+$3.11M	﹤0.01%	2678

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 $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Raymond James Financial's FUTY Position: Q1 2026 in Review

Raymond James Financial reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.15% in Q1 2026, selling an estimated $8.58K and leaving 100,531 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Raymond James Financial first reported a position in FUTY in Q4 2024 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Raymond James Financial held 100,531 shares of Fidelity MSCI Utilities Index ETF worth $5.94M as of Q1 2026.
Raymond James Financial sold 148 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $8.58K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2456 holding.
Raymond James Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 6 quarters since.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.