Signature Estate & Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Signature Estate & Investment Advisors’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	$741K	Sell	12,691 -41	-0.3%	-$2.4K	0.01%	360
2026 Q1	$752K	Sell	12,732 -418	-3%	-$24.2K	0.02%	332
2025 Q4	$726K	Buy	13,150 +52	+0.4%	+$2.98K	0.01%	314
2025 Q3	$740K	Sell	13,098 -77	-0.6%	-$4.21K	0.02%	299
2025 Q2	$693K	Buy	13,175 +1,003	+8%	+$51.6K	0.02%	296
2025 Q1	$620K	Buy	12,172 +92	+0.8%	+$4.63K	0.02%	296
2024 Q4	$589K	Buy	12,080 +84	+0.7%	+$4.29K	0.01%	302
2024 Q3	$622K	Buy	11,996 +84	+0.7%	+$4.02K	0.01%	282
2024 Q2	$524K	Buy	+11,912	New	+$528K	0.01%	288

Other funds holding FUTY

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Signature Estate & Investment Advisors's FUTY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.32% in Q2 2026, selling an estimated $2.4K and leaving 12,691 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #360.

Signature Estate & Investment Advisors first reported a position in FUTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $752K in Q1 2026. 163 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Signature Estate & Investment Advisors held 12,691 shares of Fidelity MSCI Utilities Index ETF worth $741K as of Q2 2026.
Signature Estate & Investment Advisors sold 41 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $2.4K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #360 holding.
Signature Estate & Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $752K in Q1 2026.
163 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.