AlphaCore Capital’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

AlphaCore Capital’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	$540K	Buy	9,240 +1	+0%	+$59	0.01%	654
2026 Q1	$546K	Buy	9,239 +2	+0%	+$116	0.01%	521
2025 Q4	$510K	Buy	9,237 +1	+0%	+$57	0.01%	604
2025 Q3	$522K	Buy	9,236 +1	+0%	+$55	0.02%	435
2025 Q2	$486K	Buy	+9,235	New	+$475K	0.02%	378

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 22.96% 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

AlphaCore Capital's FUTY Position: Q2 2026 in Review

AlphaCore Capital increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.01% in Q2 2026, buying an estimated $59 and bringing the position to 9,240 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #654.

AlphaCore Capital first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $546K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

AlphaCore Capital held 9,240 shares of Fidelity MSCI Utilities Index ETF worth $540K as of Q2 2026.
AlphaCore Capital bought 1 Fidelity MSCI Utilities Index ETF share in Q2 2026, an estimated $59.
Fidelity MSCI Utilities Index ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #654 holding.
AlphaCore Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
AlphaCore Capital's Fidelity MSCI Utilities Index ETF position peaked at $546K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.