Wealth Enhancement Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Wealth Enhancement Advisory Services’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	$957K	Buy	16,355 +3,322	+25%	+$194K	﹤0.01%	2102
2026 Q1	$779K	Sell	13,033 -417	-3%	-$24.2K	﹤0.01%	1972
2025 Q4	$748K	Buy	13,450 +2,863	+27%	+$164K	﹤0.01%	2162
2025 Q3	$617K	Buy	10,587 +2,682	+34%	+$146K	﹤0.01%	2193
2025 Q2	$417K	Buy	7,905 +70	+0.9%	+$3.6K	﹤0.01%	2361
2025 Q1	$399K	Sell	7,835 -3,438	-30%	-$173K	﹤0.01%	2207
2024 Q4	$550K	Buy	11,273 +2,455	+28%	+$125K	﹤0.01%	1927
2024 Q3	$457K	Sell	8,818 -463	-5%	-$22.1K	﹤0.01%	1883
2024 Q2	$408K	Sell	9,281 -115	-1%	-$5.09K	﹤0.01%	1767
2024 Q1	$399K	Buy	9,396 +111	+1%	+$4.47K	﹤0.01%	1720
2023 Q4	$379K	Sell	9,285 -246	-3%	-$9.66K	﹤0.01%	1670
2023 Q3	$361K	Buy	+9,531	New	+$396K	﹤0.01%	1625

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 Enhancement Advisory Services's FUTY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 25% in Q2 2026, buying an estimated $194K and bringing the position to 16,355 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Wealth Enhancement Advisory Services first reported a position in FUTY in Q3 2023 and has held it in 12 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Wealth Enhancement Advisory Services held 16,355 shares of Fidelity MSCI Utilities Index ETF worth $957K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,322 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $194K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2102 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and has held it in 12 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.