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

Axxcess 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 Q2	–	Sell	-3,769	Closed	-$223K	–	1057
2026 Q1	$223K	Buy	+3,769	New	+$218K	0.01%	357
2024 Q4	–	Sell	-6,487	Closed	-$336K	–	886
2024 Q3	$336K	Buy	6,487 +703	+12%	+$33.6K	0.01%	657
2024 Q2	$254K	Buy	+5,784	New	+$256K	0.01%	706
2022 Q4	–	Sell	-11,093	Closed	-$468K	–	630
2022 Q3	$468K	Buy	11,093 +3,698	+50%	+$175K	0.04%	329
2022 Q2	$334K	Buy	+7,395	New	+$344K	0.03%	373

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

Axxcess Wealth Management's FUTY Position: Q2 2026 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 3,769 shares — an estimated $223K sold.

Axxcess Wealth Management first reported a position in FUTY in Q2 2022 and held it in 5 quarters. The position peaked at $468K in Q3 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Axxcess Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Axxcess Wealth Management sold 3,769 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $223K.
Axxcess Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 5 quarters.
Axxcess Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $468K in Q3 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.