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

Rossby Financial’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	$150K	Buy	2,563 +1,795	+234%	+$105K	0.03%	453
2026 Q1	$45.6K	Buy	768 +235	+44%	+$13.6K	0.01%	756
2025 Q4	$29.4K	Sell	533 -5,121	-91%	-$293K	0.01%	643
2025 Q3	$322K	Buy	5,654 +266	+5%	+$14.5K	0.1%	187
2025 Q2	$283K	Buy	+5,388	New	+$277K	0.1%	194

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

Rossby Financial's FUTY Position: Q2 2026 in Review

Rossby Financial increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 234% in Q2 2026, buying an estimated $105K and bringing the position to 2,563 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #453.

Rossby Financial first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $322K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Rossby Financial held 2,563 shares of Fidelity MSCI Utilities Index ETF worth $150K as of Q2 2026.
Rossby Financial bought 1,795 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $105K.
Fidelity MSCI Utilities Index ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #453 holding.
Rossby Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
Rossby Financial's Fidelity MSCI Utilities Index ETF position peaked at $322K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.