Western Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Western Wealth Management’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 Q1	$734K	Buy	12,423 +6,716	+118%	+$389K	0.03%	535
2025 Q4	$315K	Buy	5,707 +1,404	+33%	+$80.4K	0.01%	646
2025 Q3	$243K	Buy	+4,303	New	+$235K	0.01%	675
2022 Q4	–	Sell	-7,644	Closed	-$322K	–	666
2022 Q3	$322K	Buy	7,644 +1,221	+19%	+$57.6K	0.02%	610
2022 Q2	$290K	Buy	6,423 +91	+1%	+$4.24K	0.02%	629
2022 Q1	$304K	Buy	+6,332	New	+$283K	0.01%	668

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's FUTY Position: Q1 2026 in Review

Western Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 118% in Q1 2026, buying an estimated $389K and bringing the position to 12,423 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #535.

Western Wealth Management first reported a position in FUTY in Q1 2022 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Western Wealth Management held 12,423 shares of Fidelity MSCI Utilities Index ETF worth $734K as of Q1 2026.
Western Wealth Management bought 6,716 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $389K.
Fidelity MSCI Utilities Index ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #535 holding.
Western Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.