Smith Shellnut Wilson’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Smith Shellnut Wilson’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	$261K	Buy	4,465 +4	+0.1%	+$234	0.1%	135
2026 Q1	$263K	Buy	4,461 +5	+0.1%	+$290	0.12%	123
2025 Q4	$246K	Sell	4,456 -1,566	-26%	-$89.7K	0.09%	125
2025 Q3	$340K	Sell	6,022 -18,188	-75%	-$993K	0.13%	101
2025 Q2	$1.27M	Buy	24,210 +670	+3%	+$34.5K	0.55%	37
2025 Q1	$1.2M	Sell	23,540 -475	-2%	-$23.9K	0.55%	43
2024 Q4	$1.17M	Sell	24,015 -21,158	-47%	-$1.08M	0.52%	44
2024 Q3	$2.34M	Sell	45,173 -405	-0.9%	-$19.4K	1.06%	22
2024 Q2	$2M	Buy	45,578 +39,655	+670%	+$1.76M	0.97%	25
2024 Q1	$251K	Sell	5,923 -493	-8%	-$19.8K	0.13%	112
2023 Q4	$262K	Sell	6,416 -246	-4%	-$9.66K	0.15%	108
2023 Q3	$253K	Sell	6,662 -93,517	-93%	-$3.88M	0.15%	112
2023 Q2	$4.24M	Sell	100,179 -416	-0.4%	-$18.1K	2.39%	10
2023 Q1	$4.41M	Sell	100,595 -30,029	-23%	-$1.32M	2.68%	9
2022 Q4	$5.95M	Sell	130,624 -15,805	-11%	-$695K	3.68%	5
2022 Q3	$6.18M	Sell	146,429 -378	-0.3%	-$17.8K	4.11%	5
2022 Q2	$6.63M	Sell	146,807 -29,998	-17%	-$1.4M	4.1%	5
2022 Q1	$8.47M	Buy	176,805 +83,629	+90%	+$3.74M	4.43%	5
2021 Q4	$4.32M	Buy	93,176 +20,802	+29%	+$908K	2.14%	10
2021 Q3	$2.98M	Sell	72,374 -348	-0.5%	-$15K	1.72%	16
2021 Q2	$2.98M	Sell	72,722 -2,701	-4%	-$114K	1.74%	16
2021 Q1	$3.13M	Sell	75,423 -10,850	-13%	-$437K	1.91%	14
2020 Q4	$3.5M	Sell	86,273 -84,507	-49%	-$3.44M	2.09%	14
2020 Q3	$6.48M	Sell	170,780 -68,669	-29%	-$2.62M	2.42%	10
2020 Q2	$8.73M	Buy	239,449 +6,582	+3%	+$245K	6.26%	2
2020 Q1	$8.37M	Buy	232,867 +126,628	+119%	+$5.27M	7.02%	2
2019 Q4	$4.49M	Sell	106,239 -1,867	-2%	-$77.7K	3%	7
2019 Q3	$4.59M	Sell	108,106 -2,113	-2%	-$85.7K	3.4%	6
2019 Q2	$4.33M	Buy	110,219 +344	+0.3%	+$13.3K	3.25%	8
2019 Q1	$4.21M	Buy	109,875 +16,768	+18%	+$615K	3.33%	7
2018 Q4	$3.25M	Buy	+93,107	New	+$3.33M	3.48%	7

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

Smith Shellnut Wilson's FUTY Position: Q2 2026 in Review

Smith Shellnut Wilson increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.09% in Q2 2026, buying an estimated $234 and bringing the position to 4,465 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #135.

Smith Shellnut Wilson first reported a position in FUTY in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.73M in Q2 2020. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Smith Shellnut Wilson held 4,465 shares of Fidelity MSCI Utilities Index ETF worth $261K as of Q2 2026.
Smith Shellnut Wilson bought 4 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $234.
Fidelity MSCI Utilities Index ETF made up 0.1% of Smith Shellnut Wilson's portfolio in Q2 2026, its #135 holding.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 31 quarters since.
Smith Shellnut Wilson's Fidelity MSCI Utilities Index ETF position peaked at $8.73M in Q2 2020.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.