FLC Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

FLC Capital Advisors’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	$431K	Sell	7,380 -748	-9%	-$43.8K	0.07%	143
2026 Q1	$480K	Hold	8,128	–	–	0.09%	135
2025 Q4	$449K	Sell	8,128 -51	-0.6%	-$2.92K	0.08%	129
2025 Q3	$462K	Buy	8,179 +51	+0.6%	+$2.79K	0.09%	123
2025 Q2	$428K	Hold	8,128	–	–	0.09%	128
2025 Q1	$414K	Hold	8,128	–	–	0.09%	121
2024 Q4	$396K	Hold	8,128	–	–	0.09%	119
2024 Q3	$421K	Buy	8,128 +200	+3%	+$9.56K	0.1%	116
2024 Q2	$349K	Hold	7,928	–	–	0.09%	120
2024 Q1	$336K	Buy	+7,928	New	+$319K	0.09%	116

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

FLC Capital Advisors's FUTY Position: Q2 2026 in Review

FLC Capital Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 9.2% in Q2 2026, selling an estimated $43.8K and leaving 7,380 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #143.

FLC Capital Advisors first reported a position in FUTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $480K in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

FLC Capital Advisors held 7,380 shares of Fidelity MSCI Utilities Index ETF worth $431K as of Q2 2026.
FLC Capital Advisors sold 748 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $43.8K.
Fidelity MSCI Utilities Index ETF made up 0.07% of FLC Capital Advisors's portfolio in Q2 2026, its #143 holding.
FLC Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 10 quarters since.
FLC Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $480K in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.