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FUTY icon

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

CoreCap 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 		$187K Sell
3,200
-61
-2% -$3.57K 0.01% 881
2026
Q1 		$193K Buy
3,261
+18
+0.6% +$1.04K 0.01% 817
2025
Q4 		$179K Buy
3,243
+137
+4% +$7.84K 0.01% 830
2025
Q3 		$175K Sell
3,106
-119
-4% -$6.5K 0.01% 842
2025
Q2 		$170K Buy
3,225
+885
+38% +$45.5K 0.01% 795
2025
Q1 		$119K Sell
2,340
-1,821
-44% -$91.7K 0.01% 839
2024
Q4 		$203K Buy
4,161
+1,760
+73% +$89.8K 0.01% 700
2024
Q3 		$124K Buy
+2,401
New +$115K 0.01% 830
2024
Q2 		– Sell
-1,318
Closed -$55.9K – 1967
2024
Q1 		$55.9K Buy
+1,318
New +$53K ﹤0.01% 1063

Other funds holding FUTY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return