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

Summit 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	$212K	Sell	3,628 -54	-1%	-$3.16K	﹤0.01%	1509
2026 Q1	$217K	Sell	3,682 -580	-14%	-$33.6K	﹤0.01%	1318
2025 Q4	$235K	Sell	4,262 -113	-3%	-$6.47K	﹤0.01%	1174
2025 Q3	$247K	Sell	4,375 -22	-0.5%	-$1.2K	﹤0.01%	1133
2025 Q2	$231K	Sell	4,397 -489	-10%	-$25.1K	0.01%	750
2025 Q1	$249K	Sell	4,886 -10	-0.2%	-$504	0.01%	652
2024 Q4	$239K	Buy	4,896 +34	+0.7%	+$1.73K	0.01%	586
2024 Q3	$252K	Buy	+4,862	New	+$233K	0.01%	485

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

Summit Financial's FUTY Position: Q2 2026 in Review

Summit Financial reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.5% in Q2 2026, selling an estimated $3.16K and leaving 3,628 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Summit Financial first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $252K in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Summit Financial held 3,628 shares of Fidelity MSCI Utilities Index ETF worth $212K as of Q2 2026.
Summit Financial sold 54 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.16K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1509 holding.
Summit Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Fidelity MSCI Utilities Index ETF position peaked at $252K in Q3 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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