Rialto Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rialto Wealth 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	–	Sell	-753	Closed	-$41.6K	–	1759
2025 Q4	$41.6K	Hold	753	–	–	0.01%	294
2025 Q3	$42.5K	Hold	753	–	–	0.01%	282
2025 Q2	$39.6K	Hold	753	–	–	0.01%	285
2025 Q1	$38.4K	Hold	753	–	–	0.01%	282
2024 Q4	$36.7K	Buy	+753	New	+$38.4K	0.01%	278

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.46B AUM 14.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rialto Wealth Management's FUTY Position: Q1 2026 in Review

Rialto Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 753 shares — an estimated $41.6K sold.

Rialto Wealth Management first reported a position in FUTY in Q4 2024 and held it in 5 quarters. The position peaked at $42.5K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Rialto Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Rialto Wealth Management sold 753 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $41.6K.
Rialto Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 5 quarters.
Rialto Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $42.5K in Q3 2025.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.