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RAFFA WEALTH MANAGEMENT, LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$19.9K Hold
341
– – ﹤0.01% 292
2026
Q1 		$20.1K Hold
341
– – ﹤0.01% 270
2025
Q4 		$18.8K Hold
341
– – ﹤0.01% 272
2025
Q3 		$19.3K Hold
341
– – ﹤0.01% 267
2025
Q2 		$17.9K Hold
341
– – ﹤0.01% 286
2025
Q1 		$17.4K Hold
341
– – ﹤0.01% 237
2024
Q4 		$16.6K Hold
341
– – ﹤0.01% 249
2024
Q3 		$17.7K Hold
341
– – ﹤0.01% 241
2024
Q2 		$15K Hold
341
– – ﹤0.01% 380
2024
Q1 		$14.5K Hold
341
– – ﹤0.01% 370
2023
Q4 		$13.9K Hold
341
– – ﹤0.01% 246
2023
Q3 		$12.9K Hold
341
– – ﹤0.01% 235
2023
Q2 		$14.4K Hold
341
– – ﹤0.01% 235
2023
Q1 		$14.9K Hold
341
– – 0.01% 240
2022
Q4 		$15.5K Hold
341
– – 0.01% 229
2022
Q3 		$14.4K Hold
341
– – 0.01% 236
2022
Q2 		$15.4K Hold
341
– – 0.01% 236
2022
Q1 		$16.3K Hold
341
– – 0.01% 232
2021
Q4 		$15.8K Buy
+341
New +$14.9K 0.01% 239

Other funds holding FUTY

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FUTY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 341 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FUTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.1K in Q1 2026. 89 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 341 shares of Fidelity MSCI Utilities Index ETF worth $19.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #292 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 19 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Fidelity MSCI Utilities Index ETF position peaked at $20.1K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.