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

AGF 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	$6.02M	Buy	103,050 +1,744	+2%	+$102K	0.02%	257
2026 Q1	$5.98M	Sell	101,306 -109,262	-52%	-$6.33M	0.03%	249
2025 Q4	$11.6M	Buy	210,568 +106,197	+102%	+$6.08M	0.05%	188
2025 Q3	$5.89M	Buy	104,371 +9,652	+10%	+$527K	0.03%	262
2025 Q2	$4.98M	Buy	94,719 +7,900	+9%	+$406K	0.02%	268
2025 Q1	$4.42M	Buy	86,819 +6,535	+8%	+$329K	0.02%	266
2024 Q4	$3.92M	Buy	80,284 +12,236	+18%	+$624K	0.02%	283
2024 Q3	$3.53M	Buy	68,048 +35,211	+107%	+$1.68M	0.02%	315
2024 Q2	$1.44M	Buy	32,837 +5,093	+18%	+$226K	0.01%	518
2024 Q1	$1.18M	Buy	27,744 +9,640	+53%	+$388K	0.01%	550
2023 Q4	$740K	Buy	18,104 +5,359	+42%	+$210K	﹤0.01%	593
2023 Q3	$483K	Buy	12,745 +3,226	+34%	+$134K	﹤0.01%	636
2023 Q2	$402K	Buy	9,519 +2,762	+41%	+$120K	﹤0.01%	622
2023 Q1	$296K	Buy	+6,757	New	+$297K	﹤0.01%	713

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 22.9% 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

AGF Management's FUTY Position: Q2 2026 in Review

AGF Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.7% in Q2 2026, buying an estimated $102K and bringing the position to 103,050 shares worth $6.02M. The position accounts for 0.02% of the portfolio, ranked #257.

AGF Management first reported a position in FUTY in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

AGF Management held 103,050 shares of Fidelity MSCI Utilities Index ETF worth $6.02M as of Q2 2026.
AGF Management bought 1,744 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $102K.
Fidelity MSCI Utilities Index ETF made up 0.02% of AGF Management's portfolio in Q2 2026, its #257 holding.
AGF Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 14 quarters since.
AGF Management's Fidelity MSCI Utilities Index ETF position peaked at $11.6M in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.