Creative Financial Designs’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Creative Financial Designs’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	$549K	Buy	9,394 +409	+5%	+$23.9K	0.03%	390
2026 Q1	$531K	Buy	8,985 +831	+10%	+$48.2K	0.03%	328
2025 Q4	$450K	Buy	8,154 +545	+7%	+$31.2K	0.03%	341
2025 Q3	$430K	Sell	7,609 -30	-0.4%	-$1.64K	0.03%	351
2025 Q2	$402K	Buy	7,639 +92	+1%	+$4.73K	0.03%	342
2025 Q1	$385K	Sell	7,547 -227	-3%	-$11.4K	0.03%	321
2024 Q4	$379K	Buy	7,774 +37	+0.5%	+$1.89K	0.03%	324
2024 Q3	$401K	Sell	7,737 -128	-2%	-$6.12K	0.03%	323
2024 Q2	$346K	Sell	7,865 -556	-7%	-$24.6K	0.03%	328
2024 Q1	$357K	Buy	8,421 +58	+0.7%	+$2.33K	0.03%	311
2023 Q4	$342K	Sell	8,363 -2,340	-22%	-$91.9K	0.03%	290
2023 Q3	$406K	Sell	10,703 -316	-3%	-$13.1K	0.05%	245
2023 Q2	$466K	Buy	11,019 +390	+4%	+$17K	0.05%	222
2023 Q1	$466K	Buy	10,629 +504	+5%	+$22.2K	0.06%	213
2022 Q4	$462K	Buy	10,125 +1,688	+20%	+$74.3K	0.07%	205
2022 Q3	$356K	Buy	8,437 +2,350	+39%	+$111K	0.06%	220
2022 Q2	$275K	Buy	6,087 +2,541	+72%	+$118K	0.05%	251
2022 Q1	$170K	Buy	3,546 +1,286	+57%	+$57.6K	0.03%	339
2021 Q4	$105K	Buy	2,260 +361	+19%	+$15.8K	0.02%	434
2021 Q3	$78K	Hold	1,899	–	–	0.01%	500
2021 Q2	$78K	Hold	1,899	–	–	0.01%	489
2021 Q1	$79K	Sell	1,899 -3,047	-62%	-$123K	0.02%	457
2020 Q4	$201K	Buy	4,946 +648	+15%	+$26.4K	0.04%	252
2020 Q3	$163K	Sell	4,298 -221	-5%	-$8.43K	0.04%	263
2020 Q2	$165K	Buy	4,519 +2,769	+158%	+$103K	0.05%	221
2020 Q1	$63K	Sell	1,750 -9,372	-84%	-$390K	0.03%	206
2019 Q4	$464K	Sell	11,122 -110	-1%	-$4.58K	0.21%	100
2019 Q3	$469K	Buy	11,232 +30	+0.3%	+$1.22K	0.25%	82
2019 Q2	$447K	Sell	11,202 -874	-7%	-$33.8K	0.24%	82
2019 Q1	$463K	Buy	12,076 +2,104	+21%	+$77.1K	0.28%	78
2018 Q4	$348K	Buy	9,972 +9,809	+6,018%	+$351K	0.25%	78
2018 Q3	$6K	Sell	163 -1,458	-90%	-$51.1K	﹤0.01%	502
2018 Q2	$56K	Buy	1,621 +1,223	+307%	+$40.5K	0.03%	228
2018 Q1	$13K	Sell	398 -7,605	-95%	-$248K	0.01%	385
2017 Q4	$276K	Sell	8,003 -7,137	-47%	-$255K	0.19%	92
2017 Q3	$523K	Buy	15,140 +14,697	+3,318%	+$513K	0.3%	77
2017 Q2	$15K	Sell	443 -4,861	-92%	-$166K	0.01%	356
2017 Q1	$177K	Sell	5,304 -26,520	-83%	-$860K	0.13%	139
2016 Q4	$1.01M	Buy	+31,824	New	+$986K	0.82%	37

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

Creative Financial Designs's FUTY Position: Q2 2026 in Review

Creative Financial Designs increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 9,394 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #390.

Creative Financial Designs first reported a position in FUTY in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.01M in Q4 2016. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Creative Financial Designs held 9,394 shares of Fidelity MSCI Utilities Index ETF worth $549K as of Q2 2026.
Creative Financial Designs bought 409 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $23.9K.
Fidelity MSCI Utilities Index ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #390 holding.
Creative Financial Designs first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's Fidelity MSCI Utilities Index ETF position peaked at $1.01M in Q4 2016.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.