YWM
FUTY icon

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

Yoder 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
Q3 		$2.56M Buy
50,188
+5,420
+12% +$304K 0.97% 28
2026
Q2 		$2.62M Sell
44,768
-3,245
-7% -$190K 1.02% 31
2026
Q1 		$2.84M Sell
48,013
-206
-0.4% -$11.9K 1.29% 26
2025
Q4 		$2.66M Buy
48,219
+3,308
+7% +$189K 1.21% 24
2025
Q3 		$2.54M Buy
44,911
+3,294
+8% +$180K 1.2% 26
2025
Q2 		$2.19M Buy
41,617
+2,068
+5% +$106K 1.14% 29
2025
Q1 		$2.02M Buy
39,549
+1,225
+3% +$61.7K 1.13% 30
2024
Q4 		$1.87M Buy
38,324
+2,512
+7% +$128K 1.03% 30
2024
Q3 		$1.86M Buy
35,812
+1,667
+5% +$79.7K 1.11% 28
2024
Q2 		$1.5M Buy
34,145
+1,690
+5% +$74.9K 0.97% 31
2024
Q1 		$1.38M Buy
32,455
+3,788
+13% +$152K 0.9% 32
2023
Q4 		$1.17M Buy
28,667
+6,628
+30% +$260K 0.83% 32
2023
Q3 		$836K Buy
22,039
+1,170
+6% +$48.6K 0.69% 35
2023
Q2 		$882K Buy
20,869
+980
+5% +$42.6K 0.7% 32
2023
Q1 		$872K Buy
+19,889
New +$874K 0.72% 35

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management's FUTY Position: Q3 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 12% in Q3 2026, buying an estimated $304K and bringing the position to 50,188 shares worth $2.56M. The position accounts for 0.97% of the portfolio, ranked #28.

Yoder Wealth Management first reported a position in FUTY in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.84M in Q1 2026. 44 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Yoder Wealth Management held 50,188 shares of Fidelity MSCI Utilities Index ETF worth $2.56M as of Q3 2026.
  • Yoder Wealth Management bought 5,420 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $304K.
  • Fidelity MSCI Utilities Index ETF made up 0.97% of Yoder Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.84M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.