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Root Financial Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Root Financial Partners’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
-154
Closed -$9.1K – 1465
2026
Q1 		$9.1K Buy
154
+24
+18% +$1.39K ﹤0.01% 1721
2025
Q4 		$7.18K Buy
130
+27
+26% +$1.55K ﹤0.01% 1638
2025
Q3 		$5.82K Buy
+103
New +$5.62K ﹤0.01% 1664

Other funds holding FUTY

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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Root Financial Partners's FUTY Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 154 shares — an estimated $9.1K sold.

Root Financial Partners first reported a position in FUTY in Q3 2025 and held it in 3 quarters. The position peaked at $9.1K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 154 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $9.1K.
  • Root Financial Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity MSCI Utilities Index ETF position peaked at $9.1K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.