Cassaday & Co Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cassaday & Co 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	$117K	Hold	2,000	–	–	﹤0.01%	443
2026 Q1	$118K	Buy	+2,000	New	+$116K	﹤0.01%	421

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

Cassaday & Co Wealth Management's FUTY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 2,000 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Cassaday & Co Wealth Management first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $118K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Cassaday & Co Wealth Management held 2,000 shares of Fidelity MSCI Utilities Index ETF worth $117K as of Q2 2026.
Cassaday & Co Wealth Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #443 holding.
Cassaday & Co Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $118K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.