CAWM
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Capital A Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Capital A 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
2025
Q2 		$17K Buy
417
+317
+317% +$16.3K 0.19% 153
2025
Q1 		$5.09K Buy
100
+80
+400% +$4.03K 0.01% 369
2024
Q4 		$975 Buy
+20
New +$1.02K ﹤0.01% 564

Other funds holding FUTY

Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital A Wealth Management's FUTY Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 317% in Q2 2025, buying an estimated $16.3K and bringing the position to 417 shares worth $17K. The position accounts for 0.19% of the portfolio, ranked #153.

Capital A Wealth Management first reported a position in FUTY in Q4 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

  • Capital A Wealth Management held 417 shares of Fidelity MSCI Utilities Index ETF worth $17K as of Q2 2025.
  • Capital A Wealth Management bought 317 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $16.3K.
  • Fidelity MSCI Utilities Index ETF made up 0.19% of Capital A Wealth Management's portfolio in Q2 2025, its #153 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.