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

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

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. 257 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.
257 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.