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

Aspetuck Financial 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	$552K	Buy	9,446 +2,200	+30%	+$129K	0.32%	58
2026 Q1	$428K	Buy	7,246 +1,460	+25%	+$84.6K	0.29%	59
2025 Q4	$320K	Buy	5,786 +51	+0.9%	+$2.92K	0.21%	68
2025 Q3	$324K	Buy	5,735 +1,250	+28%	+$68.3K	0.22%	64
2025 Q2	$236K	Buy	+4,485	New	+$231K	0.18%	68
2025 Q1	–	Sell	-1,000	Closed	-$48.8K	–	110
2024 Q4	$48.8K	Buy	+1,000	New	+$51K	0.04%	105

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

Aspetuck Financial Management's FUTY Position: Q2 2026 in Review

Aspetuck Financial Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 9,446 shares worth $552K. The position accounts for 0.32% of the portfolio, ranked #58.

Aspetuck Financial Management first reported a position in FUTY in Q4 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Aspetuck Financial Management held 9,446 shares of Fidelity MSCI Utilities Index ETF worth $552K as of Q2 2026.
Aspetuck Financial Management bought 2,200 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $129K.
Fidelity MSCI Utilities Index ETF made up 0.32% of Aspetuck Financial Management's portfolio in Q2 2026, its #58 holding.
Aspetuck Financial Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.