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

Elite Financial’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	$927K	Sell	15,884 -1,875	-11%	-$110K	0.37%	32
2026 Q1	$1.05M	Buy	17,759 +425	+2%	+$24.6K	0.47%	25
2025 Q4	$957K	Hold	17,334	–	–	0.44%	29
2025 Q3	$1M	Buy	17,334 +700	+4%	+$38.2K	0.46%	27
2025 Q2	$935K	Sell	16,634 -1,212	-7%	-$62.3K	0.46%	26
2025 Q1	$909K	Sell	17,846 -1,200	-6%	-$60.5K	0.48%	26
2024 Q4	$928K	Buy	+19,046	New	+$972K	0.5%	25

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

Elite Financial's FUTY Position: Q2 2026 in Review

Elite Financial reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 11% in Q2 2026, selling an estimated $110K and leaving 15,884 shares worth $927K. The position accounts for 0.37% of the portfolio, ranked #32.

Elite Financial first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Elite Financial held 15,884 shares of Fidelity MSCI Utilities Index ETF worth $927K as of Q2 2026.
Elite Financial sold 1,875 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $110K.
Fidelity MSCI Utilities Index ETF made up 0.37% of Elite Financial's portfolio in Q2 2026, its #32 holding.
Elite Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Fidelity MSCI Utilities Index ETF position peaked at $1.05M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.