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

Aptus Capital Advisors’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	$876	Hold	15	–	–	﹤0.01%	1761
2026 Q1	$886	Sell	15 -3	-17%	-$174	﹤0.01%	1648
2025 Q4	$994	Sell	18 -20	-53%	-$1.15K	﹤0.01%	1637
2025 Q3	$2.15K	Buy	38 +21	+124%	+$1.15K	﹤0.01%	1542
2025 Q2	$914	Hold	17	–	–	﹤0.01%	1502
2025 Q1	$879	Sell	17 -271,004	-100%	-$13.7M	﹤0.01%	1415
2024 Q4	$13.2M	Buy	+271,021	New	+$13.8M	0.14%	131
2024 Q2	–	Sell	-104	Closed	-$4.41K	–	1200
2024 Q1	$4.41K	Buy	104 +86	+478%	+$3.46K	﹤0.01%	1093
2023 Q4	$735	Hold	18	–	–	﹤0.01%	895
2023 Q3	$683	Hold	18	–	–	﹤0.01%	891
2023 Q2	$761	Buy	+18	New	+$783	﹤0.01%	786

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

Aptus Capital Advisors's FUTY Position: Q2 2026 in Review

Aptus Capital Advisors held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 15 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Aptus Capital Advisors first reported a position in FUTY in Q2 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q4 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Aptus Capital Advisors held 15 shares of Fidelity MSCI Utilities Index ETF worth $876 as of Q2 2026.
Aptus Capital Advisors left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1761 holding.
Aptus Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $13.2M in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.