Simon Quick Advisors
FUTY icon

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
Q3 		$2.19M Sell
42,852
-9,303
-18% -$522K 0.08% 141
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

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Simon Quick Advisors's FUTY Position: Q3 2026 in Review

Simon Quick Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 18% in Q3 2026, selling an estimated $522K and leaving 42,852 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #141.

Simon Quick Advisors first reported a position in FUTY in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.09M in Q1 2026. 83 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Simon Quick Advisors held 42,852 shares of Fidelity MSCI Utilities Index ETF worth $2.19M as of Q3 2026.
  • Simon Quick Advisors sold 9,303 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $522K.
  • Fidelity MSCI Utilities Index ETF made up 0.08% of Simon Quick Advisors's portfolio in Q3 2026, its #141 holding.
  • Simon Quick Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 6 quarters since.
  • Simon Quick Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.09M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.