Stifel Financial
FUTY icon

Stifel Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Stifel Financial’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 		$2.1M Sell
35,892
-80
-0.2% -$4.68K ﹤0.01% 2041
2026
Q1 		$2.12M Buy
35,972
+3,312
+10% +$192K ﹤0.01% 1922
2025
Q4 		$1.8M Buy
32,660
+4,972
+18% +$285K ﹤0.01% 2004
2025
Q3 		$1.56M Buy
27,688
+4,097
+17% +$224K ﹤0.01% 2087
2025
Q2 		$1.24M Sell
23,591
-204
-0.9% -$10.5K ﹤0.01% 2184
2025
Q1 		$1.21M Sell
23,795
-1,318
-5% -$66.4K ﹤0.01% 2110
2024
Q4 		$1.22M Buy
25,113
+4,932
+24% +$252K ﹤0.01% 2125
2024
Q3 		$1.05M Buy
20,181
+9,985
+98% +$478K ﹤0.01% 2195
2024
Q2 		$448K Buy
10,196
+253
+3% +$11.2K ﹤0.01% 2692
2024
Q1 		$422K Sell
9,943
-14,474
-59% -$583K ﹤0.01% 2714
2023
Q4 		$998K Buy
24,417
+5,702
+30% +$224K ﹤0.01% 2148
2023
Q3 		$710K Buy
18,715
+2,660
+17% +$110K ﹤0.01% 2282
2023
Q2 		$679K Sell
16,055
-501
-3% -$21.8K ﹤0.01% 2335
2023
Q1 		$726K Sell
16,556
-435
-3% -$19.1K ﹤0.01% 2287
2022
Q4 		$775K Buy
16,991
+4,421
+35% +$195K ﹤0.01% 2187
2022
Q3 		$531K Buy
12,570
+1,185
+10% +$55.9K ﹤0.01% 2398
2022
Q2 		$514K Buy
11,385
+662
+6% +$30.8K ﹤0.01% 2448
2022
Q1 		$514K Buy
+10,723
New +$480K ﹤0.01% 2571

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's FUTY Position: Q2 2026 in Review

Stifel Financial reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.22% in Q2 2026, selling an estimated $4.68K and leaving 35,892 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Stifel Financial first reported a position in FUTY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.12M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Stifel Financial held 35,892 shares of Fidelity MSCI Utilities Index ETF worth $2.1M as of Q2 2026.
  • Stifel Financial sold 80 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $4.68K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2041 holding.
  • Stifel Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Stifel Financial's Fidelity MSCI Utilities Index ETF position peaked at $2.12M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.