TIA
FUTY icon

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

Traphagen 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 		$26.3M Buy
449,543
+52,252
+13% +$3.06M 1.88% 11
2026
Q1 		$23.5M Buy
397,291
+328,827
+480% +$19.1M 1.9% 14
2025
Q4 		$3.78M Buy
68,464
+8,270
+14% +$474K 0.31% 34
2025
Q3 		$3.4M Sell
60,194
-6,569
-10% -$359K 0.29% 34
2025
Q2 		$3.51M Sell
66,763
-2,253
-3% -$116K 0.33% 32
2025
Q1 		$3.52M Sell
69,016
-21,270
-24% -$1.07M 0.37% 29
2024
Q4 		$4.4M Sell
90,286
-42,193
-32% -$2.15M 0.45% 28
2024
Q3 		$6.87M Sell
132,479
-72,148
-35% -$3.45M 0.69% 20
2024
Q2 		$9M Sell
204,627
-615,494
-75% -$27.3M 0.98% 18
2024
Q1 		$34.8M Sell
820,121
-41,142
-5% -$1.66M 3.71% 7
2023
Q4 		$35.2M Sell
861,263
-160,389
-16% -$6.3M 4.13% 7
2023
Q3 		$38.7M Buy
+1,021,652
New +$42.4M 4.91% 7
2022
Q1 		– Sell
-18,239
Closed -$845K – 139
2021
Q4 		$845K Buy
18,239
+10,027
+122% +$438K 0.14% 55
2021
Q3 		$338K Sell
8,212
-4,564
-36% -$197K 0.06% 93
2021
Q2 		$524K Sell
12,776
-30,938
-71% -$1.31M 0.09% 70
2021
Q1 		$1.81M Sell
43,714
-287,226
-87% -$11.6M 0.33% 34
2020
Q4 		$13.4M Buy
330,940
+9,194
+3% +$374K 2.42% 13
2020
Q3 		$12.2M Buy
321,746
+25,951
+9% +$990K 2.47% 12
2020
Q2 		$10.8M Buy
295,795
+27,497
+10% +$1.02M 2.44% 10
2020
Q1 		$9.64M Buy
+268,298
New +$11.2M 2.58% 10

Other funds holding FUTY

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Traphagen Investment Advisors's FUTY Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 13% in Q2 2026, buying an estimated $3.06M and bringing the position to 449,543 shares worth $26.3M. The position accounts for 1.88% of the portfolio, ranked #11.

Traphagen Investment Advisors first reported a position in FUTY in Q1 2020 and has held it in 20 quarters since. The position peaked at $38.7M in Q3 2023. 163 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Traphagen Investment Advisors held 449,543 shares of Fidelity MSCI Utilities Index ETF worth $26.3M as of Q2 2026.
  • Traphagen Investment Advisors bought 52,252 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.06M.
  • Fidelity MSCI Utilities Index ETF made up 1.88% of Traphagen Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Traphagen Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 20 quarters since.
  • Traphagen Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $38.7M in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.