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

Creative Planning’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 Q1	$352K	Buy	5,952 +1,469	+33%	+$85.2K	﹤0.01%	3296
2025 Q4	$248K	Sell	4,483 -305	-6%	-$17.5K	﹤0.01%	3385
2025 Q3	$270K	Buy	+4,788	New	+$261K	﹤0.01%	3227
2017 Q3	–	Sell	-1,322	Closed	-$45K	–	2554
2017 Q2	$45K	Buy	1,322 +322	+32%	+$11K	﹤0.01%	2596
2017 Q1	$33K	Sell	1,000 -1,433	-59%	-$46.5K	﹤0.01%	2766
2016 Q4	$77K	Buy	+2,433	New	+$75.4K	﹤0.01%	2044
2016 Q3	–	Sell	-700	Closed	-$24K	–	4628
2016 Q2	$24K	Sell	700 -340	-33%	-$10.8K	﹤0.01%	2658
2016 Q1	$33K	Buy	1,040 +40	+4%	+$1.18K	﹤0.01%	2386
2015 Q4	$28K	Buy	1,000 +700	+233%	+$19.4K	﹤0.01%	2592
2015 Q3	$8K	Buy	+300	New	+$8.24K	﹤0.01%	3338
2014 Q3	–	Sell	-197	Closed	-$6K	–	4055
2014 Q2	$6K	Buy	+197	New	+$5.45K	﹤0.01%	3113

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's FUTY Position: Q1 2026 in Review

Creative Planning increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 33% in Q1 2026, buying an estimated $85.2K and bringing the position to 5,952 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Creative Planning first reported a position in FUTY in Q2 2014 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Creative Planning held 5,952 shares of Fidelity MSCI Utilities Index ETF worth $352K as of Q1 2026.
Creative Planning bought 1,469 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $85.2K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3296 holding.
Creative Planning first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2014 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.