Wealth Alliance Advisory Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Wealth Alliance Advisory Group’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	$2.45M	Sell	41,891 -567	-1%	-$33.2K	0.35%	52
2026 Q1	$2.51M	Buy	42,458 +6,310	+17%	+$366K	0.4%	51
2025 Q4	$2M	Buy	+36,148	New	+$2.07M	0.34%	53

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 22.96% 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

Wealth Alliance Advisory Group's FUTY Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.3% in Q2 2026, selling an estimated $33.2K and leaving 41,891 shares worth $2.45M. The position accounts for 0.35% of the portfolio, ranked #52.

Wealth Alliance Advisory Group first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Wealth Alliance Advisory Group held 41,891 shares of Fidelity MSCI Utilities Index ETF worth $2.45M as of Q2 2026.
Wealth Alliance Advisory Group sold 567 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $33.2K.
Fidelity MSCI Utilities Index ETF made up 0.35% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #52 holding.
Wealth Alliance Advisory Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Alliance Advisory Group's Fidelity MSCI Utilities Index ETF position peaked at $2.51M in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.