Capital Analysts LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Capital Analysts LLC’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	$38K	Hold	648	–	–	﹤0.01%	1047
2026 Q1	$38K	Hold	648	–	–	﹤0.01%	997
2025 Q4	$36K	Sell	648 -9	-1%	-$515	﹤0.01%	984
2025 Q3	$38K	Buy	+657	New	+$35.9K	﹤0.01%	937
2025 Q2	–	Sell	-20	Closed	-$1K	–	1400
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	1333
2024 Q4	$1K	Buy	20 +9	+82%	+$459	﹤0.01%	1257
2024 Q3	$1K	Buy	+11	New	+$526	﹤0.01%	1259
2023 Q4	–	Sell	-219	Closed	-$8K	–	1143
2023 Q3	$8K	Buy	+219	New	+$9.09K	﹤0.01%	911

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

Capital Analysts LLC's FUTY Position: Q2 2026 in Review

Capital Analysts LLC held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 648 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Capital Analysts LLC first reported a position in FUTY in Q3 2023 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Capital Analysts LLC held 648 shares of Fidelity MSCI Utilities Index ETF worth $38K as of Q2 2026.
Capital Analysts LLC left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1047 holding.
Capital Analysts LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and has held it in 8 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.