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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
+4,027
+17% +$203K 0.16% 81
2024
Q4 		$1.15M Buy
23,669
+11,855
+100% +$605K 0.05% 132
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

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Heck Capital Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.3% in Q2 2026, selling an estimated $4.45K and leaving 5,559 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #179.

Heck Capital Advisors first reported a position in FUTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.69M in Q1 2023. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Heck Capital Advisors held 5,559 shares of Fidelity MSCI Utilities Index ETF worth $325K as of Q2 2026.
  • Heck Capital Advisors sold 76 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $4.45K.
  • Fidelity MSCI Utilities Index ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #179 holding.
  • Heck Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 17 quarters since.
  • Heck Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.69M in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.