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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's FUTY Position: Q1 2026 in Review

Root Financial Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 18% in Q1 2026, buying an estimated $1.39K and bringing the position to 154 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Root Financial Partners first reported a position in FUTY in Q3 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Root Financial Partners held 154 shares of Fidelity MSCI Utilities Index ETF worth $9.1K as of Q1 2026.
  • Root Financial Partners bought 24 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $1.39K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1721 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.