VA
FUTY icon

Valmark Advisers’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Valmark Advisers’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 		$5.39M Buy
92,191
+815
+0.9% +$47.7K 0.06% 150
2026
Q1 		$5.4M Buy
91,376
+241
+0.3% +$14K 0.06% 128
2025
Q4 		$5.03M Sell
91,135
-841
-0.9% -$48.2K 0.06% 131
2025
Q3 		$5.19M Buy
91,976
+1,946
+2% +$106K 0.07% 121
2025
Q2 		$4.74M Sell
90,030
-866
-1% -$44.5K 0.07% 116
2025
Q1 		$4.63M Buy
90,896
+3,302
+4% +$166K 0.07% 112
2024
Q4 		$4.27M Buy
87,594
+1,357
+2% +$69.2K 0.07% 119
2024
Q3 		$4.47M Buy
86,237
+8,524
+11% +$408K 0.07% 111
2024
Q2 		$3.42M Buy
77,713
+1,794
+2% +$79.5K 0.06% 128
2024
Q1 		$3.22M Buy
75,919
+3,181
+4% +$128K 0.06% 127
2023
Q4 		$2.97M Buy
72,738
+2,511
+4% +$98.6K 0.06% 125
2023
Q3 		$2.66M Buy
70,227
+3,640
+5% +$151K 0.06% 122
2023
Q2 		$2.82M Buy
66,587
+2,156
+3% +$93.7K 0.06% 115
2023
Q1 		$2.82M Buy
64,431
+2,226
+4% +$97.9K 0.06% 110
2022
Q4 		$2.84M Buy
62,205
+4,314
+7% +$190K 0.07% 111
2022
Q3 		$2.44M Buy
57,891
+1,598
+3% +$75.4K 0.05% 109
2022
Q2 		$2.54M Buy
56,293
+8,070
+17% +$376K 0.05% 103
2022
Q1 		$2.31M Buy
48,223
+4,981
+12% +$223K 0.04% 112
2021
Q4 		$2M Buy
43,242
+4,413
+11% +$193K 0.03% 122
2021
Q3 		$1.6M Buy
38,829
+4,894
+14% +$211K 0.03% 134
2021
Q2 		$1.39M Buy
33,935
+13,425
+65% +$569K 0.03% 150
2021
Q1 		$851K Buy
20,510
+3,358
+20% +$135K 0.02% 202
2020
Q4 		$696K Buy
17,152
+10,654
+164% +$433K 0.01% 216
2020
Q3 		$247K Buy
+6,498
New +$248K 0.01% 265

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

Valmark Advisers's FUTY Position: Q2 2026 in Review

Valmark Advisers increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.89% in Q2 2026, buying an estimated $47.7K and bringing the position to 92,191 shares worth $5.39M. The position accounts for 0.06% of the portfolio, ranked #150.

Valmark Advisers first reported a position in FUTY in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.4M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Valmark Advisers held 92,191 shares of Fidelity MSCI Utilities Index ETF worth $5.39M as of Q2 2026.
  • Valmark Advisers bought 815 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $47.7K.
  • Fidelity MSCI Utilities Index ETF made up 0.06% of Valmark Advisers's portfolio in Q2 2026, its #150 holding.
  • Valmark Advisers first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and has held it in 24 quarters since.
  • Valmark Advisers's Fidelity MSCI Utilities Index ETF position peaked at $5.4M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.