Concurrent Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Concurrent Investment Advisors’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	$417K	Buy	7,139 +430	+6%	+$25.2K	﹤0.01%	1507
2026 Q1	$396K	Buy	6,709 +2,076	+45%	+$120K	﹤0.01%	1332
2025 Q4	$256K	Buy	4,633 +162	+4%	+$9.28K	﹤0.01%	1494
2025 Q3	$252K	Buy	+4,471	New	+$244K	﹤0.01%	1232

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 22.9% 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

Concurrent Investment Advisors's FUTY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 7,139 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Concurrent Investment Advisors first reported a position in FUTY in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Concurrent Investment Advisors held 7,139 shares of Fidelity MSCI Utilities Index ETF worth $417K as of Q2 2026.
Concurrent Investment Advisors bought 430 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $25.2K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1507 holding.
Concurrent Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.