CX Institutional’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

CX Institutional’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	$72K	Sell	1,227 -134	-10%	-$7.84K	﹤0.01%	922
2026 Q1	$80K	Sell	1,361 -24	-2%	-$1.39K	﹤0.01%	890
2025 Q4	$76K	Sell	1,385 -28	-2%	-$1.6K	﹤0.01%	897
2025 Q3	$80K	Sell	1,413 -5,730	-80%	-$313K	﹤0.01%	863
2025 Q2	$376K	Buy	7,143 +3,446	+93%	+$177K	0.01%	442
2025 Q1	$188K	Buy	+3,697	New	+$186K	0.01%	615
2024 Q4	–	Sell	-4,474	Closed	-$232K	–	560
2024 Q3	$232K	Sell	4,474 -9,320	-68%	-$446K	0.01%	521
2024 Q2	$606K	Sell	13,794 -127	-0.9%	-$5.63K	0.03%	350
2024 Q1	$591K	Sell	13,921 -6,531	-32%	-$263K	0.03%	346
2023 Q4	$836K	Buy	+20,452	New	+$803K	0.04%	277
2023 Q2	–	Sell	-12,914	Closed	-$564K	–	519
2023 Q1	$564K	Buy	+12,914	New	+$568K	0.03%	337

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

CX Institutional's FUTY Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 9.8% in Q2 2026, selling an estimated $7.84K and leaving 1,227 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

CX Institutional first reported a position in FUTY in Q1 2023 and has held it in 11 quarters since. The position peaked at $836K in Q4 2023. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

CX Institutional held 1,227 shares of Fidelity MSCI Utilities Index ETF worth $72K as of Q2 2026.
CX Institutional sold 134 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $7.84K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #922 holding.
CX Institutional first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 11 quarters since.
CX Institutional's Fidelity MSCI Utilities Index ETF position peaked at $836K in Q4 2023.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.