AWM
FUTY icon

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

Accel 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
Q2 		$312K Buy
5,347
+21
+0.4% +$1.23K 0.07% 214
2026
Q1 		$315K Sell
5,326
-2,313
-30% -$134K 0.08% 208
2025
Q4 		$422K Buy
7,639
+37
+0.5% +$2.12K 0.12% 169
2025
Q3 		$429K Buy
7,602
+19
+0.3% +$1.04K 0.12% 168
2025
Q2 		$399K Buy
7,583
+40
+0.5% +$2.06K 0.13% 163
2025
Q1 		$384K Sell
7,543
-107
-1% -$5.39K 0.14% 149
2024
Q4 		$373K Sell
7,650
-135
-2% -$6.89K 0.14% 156
2024
Q3 		$403K Buy
7,785
+140
+2% +$6.7K 0.15% 149
2024
Q2 		$336K Buy
7,645
+46
+0.6% +$2.04K 0.13% 159
2024
Q1 		$322K Sell
7,599
-1,033
-12% -$41.6K 0.14% 149
2023
Q4 		$353K Sell
8,632
-876
-9% -$34.4K 0.18% 125
2023
Q3 		$361K Sell
9,508
-42
-0.4% -$1.74K 0.2% 113
2023
Q2 		$404K Sell
9,550
-215
-2% -$9.35K 0.22% 103
2023
Q1 		$428K Sell
9,765
-102
-1% -$4.48K 0.17% 132
2022
Q4 		$450K Buy
9,867
+37
+0.4% +$1.63K 0.22% 91
2022
Q3 		$437K Buy
9,830
+41
+0.4% +$1.94K 0.23% 94
2022
Q2 		$440K Buy
9,789
+216
+2% +$10.1K 0.25% 85
2022
Q1 		$465K Buy
9,573
+39
+0.4% +$1.75K 0.24% 85
2021
Q4 		$442K Buy
9,534
+6,851
+255% +$299K 0.22% 85
2021
Q3 		$110K Sell
2,683
-6,773
-72% -$292K 0.07% 207
2021
Q2 		$388K Buy
9,456
+96
+1% +$4.07K 0.26% 78
2021
Q1 		$388K Buy
9,360
+328
+4% +$13.2K 0.31% 67
2020
Q4 		$367K Buy
+9,032
New +$367K 0.34% 62

Other funds holding FUTY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return