Exchange Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Exchange Capital Management’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
2025 Q2	$486K	Sell	9,242 -259	-3%	-$13.3K	0.07%	164
2025 Q1	$484K	Sell	9,501 -201	-2%	-$10.1K	0.08%	162
2024 Q4	$473K	Sell	9,702 -107	-1%	-$5.46K	0.08%	157
2024 Q3	$508K	Sell	9,809 -230	-2%	-$11K	0.08%	151
2024 Q2	$441K	Sell	10,039 -142	-1%	-$6.29K	0.07%	155
2024 Q1	$432K	Sell	10,181 -810	-7%	-$32.6K	0.07%	156
2023 Q4	$449K	Sell	10,991 -9	-0.1%	-$353	0.08%	146
2023 Q3	$417K	Sell	11,000 -126	-1%	-$5.23K	0.08%	150
2023 Q2	$470K	Sell	11,126 -260	-2%	-$11.3K	0.09%	141
2023 Q1	$499K	Sell	11,386 -165	-1%	-$7.25K	0.1%	134
2022 Q4	$526K	Sell	11,551 -396	-3%	-$17.4K	0.12%	131
2022 Q3	$504K	Sell	11,947 -527	-4%	-$24.9K	0.12%	133
2022 Q2	$563K	Sell	12,474 -147	-1%	-$6.85K	0.12%	129
2022 Q1	$605K	Sell	12,621 -178	-1%	-$7.97K	0.11%	132
2021 Q4	$593K	Sell	12,799 -999	-7%	-$43.6K	0.11%	133
2021 Q3	$568K	Sell	13,798 -211	-2%	-$9.1K	0.11%	132
2021 Q2	$575K	Sell	14,009 -175	-1%	-$7.42K	0.11%	135
2021 Q1	$588K	Sell	14,184 -11	-0.1%	-$443	0.12%	133
2020 Q4	$576K	Sell	14,195 -97	-0.7%	-$3.94K	0.13%	128
2020 Q3	$542K	Sell	14,292 -538	-4%	-$20.5K	0.14%	126
2020 Q2	$541K	Sell	14,830 -365	-2%	-$13.6K	0.15%	122
2020 Q1	$546K	Sell	15,195 -2,460	-14%	-$102K	0.18%	110
2019 Q4	$747K	Sell	17,655 -2,493	-12%	-$104K	0.19%	107
2019 Q3	$856K	Buy	20,148 +1	+0%	+$41	0.23%	98
2019 Q2	$791K	Buy	20,147 +766	+4%	+$29.6K	0.21%	101
2019 Q1	$742K	Sell	19,381 -4,996	-20%	-$183K	0.21%	103
2018 Q4	$850K	Buy	24,377 +218	+0.9%	+$7.8K	0.28%	96
2018 Q3	$841K	Sell	24,159 -2,101	-8%	-$73.6K	0.24%	96
2018 Q2	$899K	Buy	26,260 +439	+2%	+$14.5K	0.27%	94
2018 Q1	$854K	Buy	25,821 +9,462	+58%	+$309K	0.27%	93
2017 Q4	$565K	Buy	16,359 +6,542	+67%	+$234K	0.18%	112
2017 Q3	$339K	Buy	+9,817	New	+$342K	0.11%	113

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Exchange Capital Management's FUTY Position: Q2 2025 in Review

Exchange Capital Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.7% in Q2 2025, selling an estimated $13.3K and leaving 9,242 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #164.

Exchange Capital Management first reported a position in FUTY in Q3 2017 and has held it in 32 quarters since. The position peaked at $899K in Q2 2018. 231 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

Exchange Capital Management held 9,242 shares of Fidelity MSCI Utilities Index ETF worth $486K as of Q2 2025.
Exchange Capital Management sold 259 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $13.3K.
Fidelity MSCI Utilities Index ETF made up 0.07% of Exchange Capital Management's portfolio in Q2 2025, its #164 holding.
Exchange Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2017 and has held it in 32 quarters since.
Exchange Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $899K in Q2 2018.
231 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.