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 Q3	$166K	Buy	3,258 +58	+2%	+$3.25K	﹤0.01%	917
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

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

CoreCap Advisors's FUTY Position: Q3 2026 in Review

CoreCap Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.8% in Q3 2026, buying an estimated $3.25K and bringing the position to 3,258 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

CoreCap Advisors first reported a position in FUTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $203K in Q4 2024. 66 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

CoreCap Advisors held 3,258 shares of Fidelity MSCI Utilities Index ETF worth $166K as of Q3 2026.
CoreCap Advisors bought 58 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $3.25K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #917 holding.
CoreCap Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's Fidelity MSCI Utilities Index ETF position peaked at $203K in Q4 2024.
66 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.