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

Sovran 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	$586K	Buy	10,138 +471	+5%	+$27.6K	0.04%	351
2026 Q1	$584K	Buy	9,667 +1,870	+24%	+$108K	0.05%	330
2025 Q4	$442K	Buy	7,797 +350	+5%	+$20K	0.04%	372
2025 Q3	$432K	Buy	7,447 +1,200	+19%	+$65.5K	0.04%	363
2025 Q2	$327K	Buy	6,247 +600	+11%	+$30.9K	0.03%	385
2025 Q1	$284K	Buy	5,647 +600	+12%	+$30.2K	0.04%	387
2024 Q4	$246K	Buy	+5,047	New	+$257K	0.04%	374

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

Sovran Advisors's FUTY Position: Q2 2026 in Review

Sovran Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.9% in Q2 2026, buying an estimated $27.6K and bringing the position to 10,138 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #351.

Sovran Advisors first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Sovran Advisors held 10,138 shares of Fidelity MSCI Utilities Index ETF worth $586K as of Q2 2026.
Sovran Advisors bought 471 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $27.6K.
Fidelity MSCI Utilities Index ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #351 holding.
Sovran Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.