Richard C. Young & Co’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Richard C. Young & Co’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	$4.32M	Buy	74,002 +308	+0.4%	+$18K	0.32%	57
2026 Q1	$4.35M	Buy	73,694 +471	+0.6%	+$27.3K	0.36%	58
2025 Q4	$4.04M	Sell	73,223 -407	-0.6%	-$23.3K	0.36%	60
2025 Q3	$4.16M	Sell	73,630 -956	-1%	-$52.2K	0.39%	59
2025 Q2	$3.92M	Sell	74,586 -217	-0.3%	-$11.2K	0.39%	63
2025 Q1	$3.81M	Sell	74,803 -3,164	-4%	-$159K	0.41%	65
2024 Q4	$3.8M	Sell	77,967 -159	-0.2%	-$8.11K	0.41%	63
2024 Q3	$4.05M	Sell	78,126 -1,067	-1%	-$51K	0.44%	58
2024 Q2	$3.48M	Sell	79,193 -1,482	-2%	-$65.7K	0.42%	54
2024 Q1	$3.42M	Sell	80,675 -2,086	-3%	-$84K	0.43%	55
2023 Q4	$3.38M	Buy	+82,761	New	+$3.25M	0.45%	57

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

Richard C. Young & Co's FUTY Position: Q2 2026 in Review

Richard C. Young & Co increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.42% in Q2 2026, buying an estimated $18K and bringing the position to 74,002 shares worth $4.32M. The position accounts for 0.32% of the portfolio, ranked #57.

Richard C. Young & Co first reported a position in FUTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.35M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Richard C. Young & Co held 74,002 shares of Fidelity MSCI Utilities Index ETF worth $4.32M as of Q2 2026.
Richard C. Young & Co bought 308 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $18K.
Fidelity MSCI Utilities Index ETF made up 0.32% of Richard C. Young & Co's portfolio in Q2 2026, its #57 holding.
Richard C. Young & Co first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 11 quarters since.
Richard C. Young & Co's Fidelity MSCI Utilities Index ETF position peaked at $4.35M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.