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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
Q2 		$35.6K Buy
610
+292
+92% +$17.1K ﹤0.01% 626
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 $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's FUTY Position: Q2 2026 in Review

SHP Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 92% in Q2 2026, buying an estimated $17.1K and bringing the position to 610 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

SHP Wealth Management first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • SHP Wealth Management held 610 shares of Fidelity MSCI Utilities Index ETF worth $35.6K as of Q2 2026.
  • SHP Wealth Management bought 292 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $17.1K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #626 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.