Hilton Head Capital Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Hilton Head Capital Partners’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	$876	Sell	15 -16	-52%	-$936	﹤0.01%	846
2026 Q1	$1.83K	Hold	31	–	–	﹤0.01%	813
2025 Q4	$1.71K	Buy	+31	New	+$1.77K	﹤0.01%	771

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

Hilton Head Capital Partners's FUTY Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 52% in Q2 2026, selling an estimated $936 and leaving 15 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Hilton Head Capital Partners first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Hilton Head Capital Partners held 15 shares of Fidelity MSCI Utilities Index ETF worth $876 as of Q2 2026.
Hilton Head Capital Partners sold 16 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $936.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #846 holding.
Hilton Head Capital Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's Fidelity MSCI Utilities Index ETF position peaked at $1.83K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.