Sunbelt Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sunbelt Securities’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	$769K	Buy	13,024 +59	+0.5%	+$3.42K	0.05%	308
2025 Q4	$716K	Buy	12,965 +39	+0.3%	+$2.23K	0.05%	320
2025 Q3	$730K	Sell	12,926 -402	-3%	-$22K	0.05%	303
2025 Q2	$650K	Buy	13,328 +260	+2%	+$13.4K	0.06%	294
2025 Q1	$666K	Sell	13,068 -260	-2%	-$13.1K	0.06%	262
2024 Q4	$650K	Sell	13,328 -4,088	-23%	-$209K	0.06%	293
2024 Q3	$902K	Buy	17,416 +3,265	+23%	+$156K	0.09%	223
2024 Q2	$622K	Sell	14,151 -1,087	-7%	-$48.2K	0.06%	283
2024 Q1	$646K	Sell	15,238 -6,951	-31%	-$280K	0.07%	259
2023 Q4	$907K	Buy	22,189 +2,872	+15%	+$113K	0.11%	192
2023 Q3	$733K	Sell	19,317 -694	-3%	-$28.8K	0.1%	217
2023 Q2	$846K	Buy	20,011 +51	+0.3%	+$2.22K	0.12%	184
2023 Q1	$867K	Sell	19,960 -34	-0.2%	-$1.5K	0.14%	162
2022 Q4	$911K	Sell	19,994 -40	-0.2%	-$1.76K	0.18%	146
2022 Q3	$846K	Buy	20,034 +3,070	+18%	+$145K	0.18%	146
2022 Q2	$766K	Buy	16,964 +4,240	+33%	+$198K	0.16%	161
2022 Q1	$610K	Buy	12,724 +1,143	+10%	+$51.2K	0.11%	213
2021 Q4	$511K	Sell	11,581 -3,907	-25%	-$171K	0.08%	266
2021 Q3	$663K	Hold	15,488	–	–	0.12%	208
2021 Q2	$663K	Buy	15,488 +444	+3%	+$18.8K	0.12%	208
2021 Q1	$624K	Buy	15,044 +2,073	+16%	+$83.5K	0.12%	202
2020 Q4	$526K	Sell	12,971 -1,793	-12%	-$72.9K	0.11%	222
2020 Q3	$563K	Sell	14,764 -1,865	-11%	-$71.2K	0.16%	168
2020 Q2	$606K	Buy	16,629 +2,097	+14%	+$78.2K	0.21%	130
2020 Q1	$522K	Sell	14,532 -3,590	-20%	-$149K	0.02%	221
2019 Q4	$767K	Buy	18,122 +1,842	+11%	+$76.7K	0.08%	235
2019 Q3	$692K	Sell	16,280 -974	-6%	-$39.5K	0.08%	235
2019 Q2	$678K	Buy	17,254 +8,133	+89%	+$314K	0.29%	101
2019 Q1	$349K	Buy	9,121 +2,309	+34%	+$84.6K	0.17%	156
2018 Q4	$238K	Buy	+6,812	New	+$244K	0.14%	182

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

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 $85.1B AUM 27.35% 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 $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's FUTY Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.46% in Q1 2026, buying an estimated $3.42K and bringing the position to 13,024 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #308.

Sunbelt Securities first reported a position in FUTY in Q4 2018 and has held it in 30 quarters since. The position peaked at $911K in Q4 2022. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Sunbelt Securities held 13,024 shares of Fidelity MSCI Utilities Index ETF worth $769K as of Q1 2026.
Sunbelt Securities bought 59 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $3.42K.
Fidelity MSCI Utilities Index ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #308 holding.
Sunbelt Securities first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 30 quarters since.
Sunbelt Securities's Fidelity MSCI Utilities Index ETF position peaked at $911K in Q4 2022.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.