SageView Advisory Group
FUTY icon

SageView Advisory Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

SageView Advisory Group’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 		– Sell
-127
Closed -$7.01K – 1274
2025
Q4 		$7.01K Buy
+127
New +$7.27K ﹤0.01% 1847

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's FUTY Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 127 shares — an estimated $7.01K sold.

SageView Advisory Group first reported a position in FUTY in Q4 2025 and held it in 1 quarter. The position peaked at $7.01K in Q4 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 127 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $7.01K.
  • SageView Advisory Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity MSCI Utilities Index ETF position peaked at $7.01K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.