Rogco LP’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rogco LP’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	$204K	Hold	3,495	–	–	0.06%	113
2026 Q1	$206K	Hold	3,495	–	–	0.07%	113
2025 Q4	$193K	Hold	3,495	–	–	0.06%	110
2025 Q3	$197K	Hold	3,495	–	–	0.07%	104
2025 Q2	$184K	Hold	3,495	–	–	0.07%	104
2025 Q1	$178K	Hold	3,495	–	–	0.07%	104
2024 Q4	$170K	Hold	3,495	–	–	0.07%	102
2024 Q3	$181K	Sell	3,495 -200	-5%	-$9.56K	0.07%	104
2024 Q2	$162K	Hold	3,695	–	–	0.07%	109
2024 Q1	$157K	Buy	+3,695	New	+$149K	0.06%	109

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

Rogco LP's FUTY Position: Q2 2026 in Review

Rogco LP held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 3,495 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #113.

Rogco LP first reported a position in FUTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $206K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Rogco LP held 3,495 shares of Fidelity MSCI Utilities Index ETF worth $204K as of Q2 2026.
Rogco LP left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.06% of Rogco LP's portfolio in Q2 2026, its #113 holding.
Rogco LP first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 10 quarters since.
Rogco LP's Fidelity MSCI Utilities Index ETF position peaked at $206K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.