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

Atlas 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 		$1.3M Sell
22,271
-6,648
-23% -$389K 0.14% 125
2026
Q1 		$1.71M Buy
28,919
+6,009
+26% +$348K 0.2% 108
2025
Q4 		$1.27M Buy
+22,910
New +$1.31M 0.14% 126
2025
Q2 		$1.79M Sell
34,041
-4,150
-11% -$213K 0.22% 94
2025
Q1 		$1.95M Sell
38,191
-2,850
-7% -$144K 0.24% 85
2024
Q4 		$2M Sell
41,041
-4,931
-11% -$252K 0.25% 80
2024
Q3 		$2.38M Buy
45,972
+7,501
+19% +$359K 0.36% 63
2024
Q2 		$1.69M Buy
38,471
+18,422
+92% +$816K 0.22% 88
2024
Q1 		$850K Buy
20,049
+1,363
+7% +$54.9K 0.13% 141
2023
Q4 		$764K Buy
18,686
+409
+2% +$16.1K 0.11% 150
2023
Q3 		$693K Buy
18,277
+4,019
+28% +$167K 0.11% 143
2023
Q2 		$603K Sell
14,258
-2,426
-15% -$105K 0.09% 169
2023
Q1 		$731K Sell
16,684
-16,110
-49% -$708K 0.12% 135
2022
Q4 		$1.49M Buy
32,794
+6,386
+24% +$281K 0.25% 78
2022
Q3 		$1.11M Buy
26,408
+9,863
+60% +$465K 0.2% 95
2022
Q2 		$747K Buy
16,545
+4,658
+39% +$217K 0.13% 138
2022
Q1 		$570K Sell
11,887
-3,880
-25% -$174K 0.09% 200
2021
Q4 		$730K Buy
15,767
+3,674
+30% +$160K 0.11% 161
2021
Q3 		$498K Buy
12,093
+186
+2% +$8.02K 0.08% 205
2021
Q2 		$489K Buy
11,907
+21
+0.2% +$890 0.08% 208
2021
Q1 		$493K Sell
11,886
-1,805
-13% -$72.7K 0.1% 194
2020
Q4 		$556K Buy
13,691
+969
+8% +$39.4K 0.12% 164
2020
Q3 		$483K Sell
12,722
-1,405
-10% -$53.6K 0.11% 187
2020
Q2 		$515K Sell
14,127
-10,527
-43% -$392K 0.12% 176
2020
Q1 		$886K Buy
24,654
+8,778
+55% +$365K 0.26% 91
2019
Q4 		$672K Buy
15,876
+12,278
+341% +$511K 0.17% 156
2019
Q3 		$153K Buy
+3,598
New +$146K 0.05% 359

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Atlas Capital Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 23% in Q2 2026, selling an estimated $389K and leaving 22,271 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #125.

Atlas Capital Advisors first reported a position in FUTY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.38M in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Atlas Capital Advisors held 22,271 shares of Fidelity MSCI Utilities Index ETF worth $1.3M as of Q2 2026.
  • Atlas Capital Advisors sold 6,648 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $389K.
  • Fidelity MSCI Utilities Index ETF made up 0.14% of Atlas Capital Advisors's portfolio in Q2 2026, its #125 holding.
  • Atlas Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.38M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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