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

Realta Investment 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 		– Sell
-5,165
Closed -$305K – 387
2026
Q1 		$305K Buy
+5,165
New +$299K 0.11% 162
2023
Q1 		– Sell
-85
Closed -$3.87K – 555
2022
Q4 		$3.87K Hold
85
– – ﹤0.01% 781
2022
Q3 		$4K Buy
+85
New +$4.01K ﹤0.01% 755

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Realta Investment Advisors's FUTY Position: Q2 2026 in Review

Realta Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 5,165 shares — an estimated $305K sold.

Realta Investment Advisors first reported a position in FUTY in Q3 2022 and held it in 3 quarters. The position peaked at $305K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Realta Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 5,165 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $305K.
  • Realta Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and held it in 3 quarters.
  • Realta Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $305K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.