SWM
FUTY icon

SHP Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

SHP Wealth Management’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 		$18.8K Hold
318
– – ﹤0.01% 743
2025
Q4 		$17.6K Buy
+318
New +$18.2K ﹤0.01% 713

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 $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
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 $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 $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's FUTY Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q1 2026 at 318 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

SHP Wealth Management first reported a position in FUTY in Q4 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • SHP Wealth Management held 318 shares of Fidelity MSCI Utilities Index ETF worth $18.8K as of Q1 2026.
  • SHP Wealth Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #743 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.