Capital Investment Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Capital Investment Advisory Services’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	$1.93M	Buy	33,117 +175	+0.5%	+$10.2K	0.12%	187
2026 Q1	$1.95M	Buy	32,942 +2,806	+9%	+$163K	0.14%	156
2025 Q4	$1.66M	Buy	30,136 +1,357	+5%	+$77.7K	0.12%	179
2025 Q3	$1.63M	Buy	28,779 +1,333	+5%	+$72.8K	0.13%	169
2025 Q2	$1.44M	Buy	27,446 +1,007	+4%	+$51.8K	0.12%	178
2025 Q1	$1.35M	Buy	26,439 +879	+3%	+$44.3K	0.12%	173
2024 Q4	$1.25M	Buy	25,560 +124	+0.5%	+$6.33K	0.12%	166
2024 Q3	$1.32M	Buy	25,436 +568	+2%	+$27.2K	0.13%	165
2024 Q2	$1.09M	Buy	24,868 +2,115	+9%	+$93.7K	0.11%	181
2024 Q1	$965K	Buy	22,753 +26	+0.1%	+$1.05K	0.1%	197
2023 Q4	$929K	Sell	22,727 -1,146	-5%	-$45K	0.09%	198
2023 Q3	$905K	Sell	23,873 -233	-1%	-$9.68K	0.09%	195
2023 Q2	$1.02M	Sell	24,106 -341	-1%	-$14.8K	0.1%	173
2023 Q1	$1.07M	Sell	24,447 -62	-0.3%	-$2.73K	0.13%	153
2022 Q4	$1.12M	Buy	24,509 +122	+0.5%	+$5.37K	0.13%	147
2022 Q3	$1.03M	Buy	24,387 +9	+0%	+$425	0.13%	138
2022 Q2	$1.1M	Buy	24,378 +399	+2%	+$18.6K	0.13%	143
2022 Q1	$1.15M	Buy	23,979 +1,169	+5%	+$52.3K	0.13%	153
2021 Q4	$1.06M	Buy	22,810 +939	+4%	+$41K	0.13%	170
2021 Q3	$900K	Buy	21,871 +328	+2%	+$14.1K	0.11%	178
2021 Q2	$884K	Buy	21,543 +1,502	+7%	+$63.6K	0.11%	182
2021 Q1	$832K	Buy	20,041 +973	+5%	+$39.2K	0.12%	173
2020 Q4	$774K	Buy	19,068 +292	+2%	+$11.9K	0.11%	181
2020 Q3	$712K	Buy	18,776 +182	+1%	+$6.94K	0.13%	157
2020 Q2	$678K	Sell	18,594 -549	-3%	-$20.5K	0.14%	140
2020 Q1	$688K	Buy	+19,143	New	+$796K	0.17%	122

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Investment Advisory Services's FUTY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.53% in Q2 2026, buying an estimated $10.2K and bringing the position to 33,117 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #187.

Capital Investment Advisory Services first reported a position in FUTY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.95M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Capital Investment Advisory Services held 33,117 shares of Fidelity MSCI Utilities Index ETF worth $1.93M as of Q2 2026.
Capital Investment Advisory Services bought 175 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $10.2K.
Fidelity MSCI Utilities Index ETF made up 0.12% of Capital Investment Advisory Services's portfolio in Q2 2026, its #187 holding.
Capital Investment Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 26 quarters since.
Capital Investment Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $1.95M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.