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

Roxbury 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 		$94.4K Buy
1,616
+136
+9% +$7.96K 0.07% 147
2026
Q1 		$87.4K Buy
1,480
+21
+1% +$1.22K 0.08% 147
2025
Q4 		$80.6K Buy
1,459
+19
+1% +$1.09K 0.07% 140
2025
Q3 		$81.3K Buy
1,440
+46
+3% +$2.51K 0.08% 137
2025
Q2 		$73.3K Buy
1,394
+9
+0.6% +$463 0.07% 141
2025
Q1 		$70.8K Buy
1,385
+2
+0.1% +$101 0.07% 140
2024
Q4 		$73.8K Buy
+1,383
New +$70.5K 0.07% 130

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Roxbury Financial's FUTY Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 9.2% in Q2 2026, buying an estimated $7.96K and bringing the position to 1,616 shares worth $94.4K. The position accounts for 0.07% of the portfolio, ranked #147.

Roxbury Financial first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Roxbury Financial held 1,616 shares of Fidelity MSCI Utilities Index ETF worth $94.4K as of Q2 2026.
  • Roxbury Financial bought 136 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $7.96K.
  • Fidelity MSCI Utilities Index ETF made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #147 holding.
  • Roxbury Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 72 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.