KDK Private Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

KDK Private Wealth 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
2026 Q2	$301K	Sell	5,149 -401	-7%	-$23.5K	0.25%	50
2026 Q1	$328K	Sell	5,550 -4	-0.1%	-$232	0.3%	44
2025 Q4	$307K	Sell	5,554 -102	-2%	-$5.84K	0.27%	50
2025 Q3	$319K	Sell	5,656 -121	-2%	-$6.61K	0.32%	41
2025 Q2	$304K	Sell	5,777 -244	-4%	-$12.5K	0.32%	43
2025 Q1	$307K	Sell	6,021 -14	-0.2%	-$705	0.35%	38
2024 Q4	$294K	Buy	+6,035	New	+$308K	0.31%	41

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

KDK Private Wealth Management's FUTY Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.2% in Q2 2026, selling an estimated $23.5K and leaving 5,149 shares worth $301K. The position accounts for 0.25% of the portfolio, ranked #50.

KDK Private Wealth Management first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

KDK Private Wealth Management held 5,149 shares of Fidelity MSCI Utilities Index ETF worth $301K as of Q2 2026.
KDK Private Wealth Management sold 401 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $23.5K.
Fidelity MSCI Utilities Index ETF made up 0.25% of KDK Private Wealth Management's portfolio in Q2 2026, its #50 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
KDK Private Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $328K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.