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

Apollon 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	$8.39M	Buy	141,953 +10,770	+8%	+$624K	0.14%	145
2025 Q4	$7.24M	Buy	131,183 +10,845	+9%	+$621K	0.13%	153
2025 Q3	$6.8M	Buy	120,338 +1,923	+2%	+$105K	0.12%	158
2025 Q2	$6.23M	Buy	118,415 +7,057	+6%	+$363K	0.12%	151
2025 Q1	$5.67M	Buy	111,358 +7,332	+7%	+$369K	0.12%	154
2024 Q4	$5.07M	Buy	+104,026	New	+$5.31M	0.12%	158

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

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

Apollon Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 8.2% in Q1 2026, buying an estimated $624K and bringing the position to 141,953 shares worth $8.39M. The position accounts for 0.14% of the portfolio, ranked #145.

Apollon Wealth Management first reported a position in FUTY in Q4 2024 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Apollon Wealth Management held 141,953 shares of Fidelity MSCI Utilities Index ETF worth $8.39M as of Q1 2026.
Apollon Wealth Management bought 10,770 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $624K.
Fidelity MSCI Utilities Index ETF made up 0.14% of Apollon Wealth Management's portfolio in Q1 2026, its #145 holding.
Apollon Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 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 Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.