Simon Quick Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Simon Quick 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	$3.05M	Sell	52,155 -129	-0.2%	-$7.55K	0.12%	117
2026 Q1	$3.09M	Buy	52,284 +1,228	+2%	+$71.2K	0.14%	113
2025 Q4	$2.82M	Sell	51,056 -63	-0.1%	-$3.61K	0.12%	111
2025 Q3	$2.89M	Buy	51,119 +900	+2%	+$49.1K	0.13%	107
2025 Q2	$2.64M	Buy	+50,219	New	+$2.58M	0.13%	105

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

Simon Quick Advisors's FUTY Position: Q2 2026 in Review

Simon Quick Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.25% in Q2 2026, selling an estimated $7.55K and leaving 52,155 shares worth $3.05M. The position accounts for 0.12% of the portfolio, ranked #117.

Simon Quick Advisors first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.09M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Simon Quick Advisors held 52,155 shares of Fidelity MSCI Utilities Index ETF worth $3.05M as of Q2 2026.
Simon Quick Advisors sold 129 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $7.55K.
Fidelity MSCI Utilities Index ETF made up 0.12% of Simon Quick Advisors's portfolio in Q2 2026, its #117 holding.
Simon Quick Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
Simon Quick Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.09M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.