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WealthShield Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

WealthShield Partners’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 		– Sell
-26
Closed -$1.54K – 473
2026
Q1 		$1.54K Buy
+26
New +$1.51K ﹤0.01% 592

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KAS
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TIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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WealthShield Partners's FUTY Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 26 shares — an estimated $1.54K sold.

WealthShield Partners first reported a position in FUTY in Q1 2026 and held it in 1 quarter. The position peaked at $1.54K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 26 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.54K.
  • WealthShield Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and held it in 1 quarter.
  • WealthShield Partners's Fidelity MSCI Utilities Index ETF position peaked at $1.54K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.