Sound Income Strategies’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sound Income Strategies’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	–	Sell	-552	Closed	-$31.1K	–	2643
2025 Q4	$31.1K	Hold	552	–	–	﹤0.01%	982
2025 Q3	$32.3K	Hold	552	–	–	﹤0.01%	680
2025 Q2	$29K	Hold	552	–	–	﹤0.01%	664
2025 Q1	$28.1K	Hold	552	–	–	﹤0.01%	647
2024 Q4	$26.9K	Buy	+552	New	+$28.2K	﹤0.01%	618
2024 Q3	–	Sell	-112	Closed	-$4.92K	–	1443
2024 Q2	$4.92K	Buy	112 +8	+8%	+$354	﹤0.01%	947
2024 Q1	$4.41K	Buy	104 +80	+333%	+$3.22K	﹤0.01%	931
2023 Q4	$981	Buy	+24	New	+$942	﹤0.01%	1168
2023 Q1	–	Sell	-166	Closed	-$7.57K	–	1091
2022 Q4	$7.57K	Buy	+166	New	+$7.3K	﹤0.01%	575
2021 Q1	–	Sell	-112	Closed	-$5K	–	998
2020 Q4	$5K	Buy	+112	New	+$4.55K	﹤0.01%	582

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 $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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sound Income Strategies's FUTY Position: Q1 2026 in Review

Sound Income Strategies sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 552 shares — an estimated $31.1K sold.

Sound Income Strategies first reported a position in FUTY in Q4 2020 and held it in 10 quarters. The position peaked at $32.3K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Sound Income Strategies reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 552 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $31.1K.
Sound Income Strategies first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 10 quarters.
Sound Income Strategies's Fidelity MSCI Utilities Index ETF position peaked at $32.3K in Q3 2025.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.