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	–	1954
2024 Q1	$55.9K	Buy	+1,318	New	+$53K	﹤0.01%	1063

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

CoreCap Advisors's FUTY Position: Q2 2026 in Review

CoreCap Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.9% in Q2 2026, selling an estimated $3.57K and leaving 3,200 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #881.

CoreCap Advisors first reported a position in FUTY in Q1 2024 and has held it in 9 quarters since. The position peaked at $203K in Q4 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

CoreCap Advisors held 3,200 shares of Fidelity MSCI Utilities Index ETF worth $187K as of Q2 2026.
CoreCap Advisors sold 61 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.57K.
Fidelity MSCI Utilities Index ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #881 holding.
CoreCap Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 9 quarters since.
CoreCap Advisors's Fidelity MSCI Utilities Index ETF position peaked at $203K in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.