Roman Butler Fullerton & Co’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Roman Butler Fullerton & 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	$1.14M	Sell	19,278 -249	-1%	-$14.6K	0.27%	93
2026 Q1	$1.18M	Buy	19,527 +51	+0.3%	+$2.96K	0.32%	81
2025 Q4	$1.08M	Sell	19,476 -651	-3%	-$37.3K	0.28%	93
2025 Q3	$1.17M	Buy	+20,127	New	+$1.1M	0.31%	82

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

Roman Butler Fullerton & Co's FUTY Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.3% in Q2 2026, selling an estimated $14.6K and leaving 19,278 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #93.

Roman Butler Fullerton & Co first reported a position in FUTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Roman Butler Fullerton & Co held 19,278 shares of Fidelity MSCI Utilities Index ETF worth $1.14M as of Q2 2026.
Roman Butler Fullerton & Co sold 249 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $14.6K.
Fidelity MSCI Utilities Index ETF made up 0.27% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #93 holding.
Roman Butler Fullerton & Co first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 4 quarters since.
Roman Butler Fullerton & Co's Fidelity MSCI Utilities Index ETF position peaked at $1.18M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.