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Trail Ridge Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Trail Ridge Investment 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 		$217K Sell
3,709
-4,698
-56% -$275K 0.09% 90
2026
Q1 		$497K Sell
8,407
-329
-4% -$19.1K 0.22% 71
2025
Q4 		$482K Buy
8,736
+748
+9% +$42.8K 0.21% 74
2025
Q3 		$451K Buy
7,988
+30
+0.4% +$1.64K 0.2% 77
2025
Q2 		$440K Sell
7,958
-371
-4% -$19.1K 0.21% 73
2025
Q1 		$424K Sell
8,329
-2,197
-21% -$111K 0.22% 72
2024
Q4 		$513K Buy
10,526
+169
+2% +$8.62K 0.24% 72
2024
Q3 		$545K Buy
10,357
+233
+2% +$11.1K 0.26% 69
2024
Q2 		$445K Buy
10,124
+702
+7% +$31.1K 0.23% 72
2024
Q1 		$400K Buy
9,422
+1,171
+14% +$47.1K 0.23% 75
2023
Q4 		$337K Buy
8,251
+1,009
+14% +$39.6K 0.21% 84
2023
Q3 		$275K Sell
7,242
-2,501
-26% -$104K 0.19% 88
2023
Q2 		$412K Buy
9,743
+280
+3% +$12.2K 0.25% 81
2023
Q1 		$415K Sell
9,463
-4,144
-30% -$182K 0.27% 81
2022
Q4 		$620K Buy
13,607
+2,299
+20% +$101K 0.43% 69
2022
Q3 		$499K Buy
11,308
+2,540
+29% +$120K 0.33% 79
2022
Q2 		$396K Buy
8,768
+169
+2% +$7.87K 0.27% 98
2022
Q1 		$412K Buy
8,599
+3,970
+86% +$178K 0.25% 104
2021
Q4 		$214K Buy
+4,629
New +$202K 0.13% 130

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

Trail Ridge Investment Advisors's FUTY Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 56% in Q2 2026, selling an estimated $275K and leaving 3,709 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #90.

Trail Ridge Investment Advisors first reported a position in FUTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q4 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Trail Ridge Investment Advisors held 3,709 shares of Fidelity MSCI Utilities Index ETF worth $217K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 4,698 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $275K.
  • Fidelity MSCI Utilities Index ETF made up 0.09% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Trail Ridge Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $620K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.