HCA
FUTY icon

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

Heck 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 		$325K Sell
5,559
-76
-1% -$4.45K 0.02% 179
2026
Q1 		$333K Sell
5,635
-22,269
-80% -$1.29M 0.02% 170
2025
Q4 		$1.54M Sell
27,904
-322
-1% -$18.4K 0.11% 94
2025
Q3 		$1.59M Buy
28,226
+286
+1% +$15.6K 0.12% 88
2025
Q2 		$1.47M Buy
27,940
+244
+0.9% +$12.5K 0.13% 85
2025
Q1 		$1.41M Buy
27,696
+15,926
+135% +$802K 0.16% 81
2024
Q4 		$574K Sell
11,770
-44
-0.4% -$2.24K 0.07% 105
2024
Q3 		$612K Buy
11,814
+60
+0.5% +$2.87K 0.07% 99
2024
Q2 		$517K Sell
11,754
-286
-2% -$12.7K 0.06% 104
2024
Q1 		$511K Buy
12,040
+107
+0.9% +$4.31K 0.08% 94
2023
Q4 		$488K Sell
11,933
-19,296
-62% -$758K 0.08% 95
2023
Q3 		$1.18M Sell
31,229
-25,755
-45% -$1.07M 0.22% 70
2023
Q2 		$2.41M Sell
56,984
-4,315
-7% -$188K 0.42% 53
2023
Q1 		$2.69M Buy
61,299
+16,851
+38% +$741K 0.52% 46
2022
Q4 		$2.03M Buy
44,448
+323
+0.7% +$14.2K 0.39% 54
2022
Q3 		$1.86M Sell
44,125
-3,278
-7% -$155K 0.38% 53
2022
Q2 		$2.14M Buy
+47,403
New +$2.21M 0.43% 54

Other funds holding FUTY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return