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 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 $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Simon Quick Advisors's FUTY Position: Q1 2026 in Review

Simon Quick Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.4% in Q1 2026, buying an estimated $71.2K and bringing the position to 52,284 shares worth $3.09M. The position accounts for 0.14% of the portfolio, ranked #113.

Simon Quick Advisors first reported a position in FUTY in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Simon Quick Advisors held 52,284 shares of Fidelity MSCI Utilities Index ETF worth $3.09M as of Q1 2026.
Simon Quick Advisors bought 1,228 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $71.2K.
Fidelity MSCI Utilities Index ETF made up 0.14% of Simon Quick Advisors's portfolio in Q1 2026, its #113 holding.
Simon Quick Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.