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

Transamerica Financial 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	$1.59M	Buy	27,198 +19,455	+251%	+$1.14M	0.13%	159
2026 Q1	$457K	Buy	7,743 +5,294	+216%	+$307K	0.04%	296
2025 Q4	$135K	Buy	2,449 +2,170	+778%	+$124K	0.01%	417
2025 Q3	$15.8K	Buy	+279	New	+$15.2K	﹤0.01%	642

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 22.9% 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

Transamerica Financial Advisors's FUTY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 251% in Q2 2026, buying an estimated $1.14M and bringing the position to 27,198 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #159.

Transamerica Financial Advisors first reported a position in FUTY in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Transamerica Financial Advisors held 27,198 shares of Fidelity MSCI Utilities Index ETF worth $1.59M as of Q2 2026.
Transamerica Financial Advisors bought 19,455 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.14M.
Fidelity MSCI Utilities Index ETF made up 0.13% of Transamerica Financial Advisors's portfolio in Q2 2026, its #159 holding.
Transamerica Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.