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Lynch & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Lynch & Associates’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 		$933K Buy
15,962
+919
+6% +$53.8K 0.16% 90
2026
Q1 		$889K Buy
15,043
+761
+5% +$44.1K 0.17% 87
2025
Q4 		$789K Sell
14,282
-270
-2% -$15.5K 0.15% 88
2025
Q3 		$822K Buy
14,552
+947
+7% +$51.7K 0.16% 88
2025
Q2 		$716K Buy
13,605
+262
+2% +$13.5K 0.14% 89
2025
Q1 		$680K Buy
13,343
+369
+3% +$18.6K 0.15% 87
2024
Q4 		$633K Sell
12,974
-179
-1% -$9.13K 0.14% 85
2024
Q3 		$682K Buy
13,153
+908
+7% +$43.4K 0.14% 80
2024
Q2 		$538K Buy
12,245
+1,356
+12% +$60.1K 0.12% 85
2024
Q1 		$462K Buy
10,889
+956
+10% +$38.5K 0.11% 90
2023
Q4 		$406K Buy
9,933
+711
+8% +$27.9K 0.1% 91
2023
Q3 		$350K Buy
9,222
+392
+4% +$16.3K 0.09% 92
2023
Q2 		$373K Buy
8,830
+387
+5% +$16.8K 0.1% 86
2023
Q1 		$370K Sell
8,443
-468
-5% -$20.6K 0.1% 88
2022
Q4 		$406K Buy
8,911
+544
+7% +$23.9K 0.11% 84
2022
Q3 		$353K Buy
8,367
+513
+7% +$24.2K 0.1% 87
2022
Q2 		$354K Buy
7,854
+29
+0.4% +$1.35K 0.1% 85
2022
Q1 		$375K Buy
7,825
+106
+1% +$4.75K 0.09% 89
2021
Q4 		$358K Buy
7,719
+353
+5% +$15.4K 0.08% 89
2021
Q3 		$303K Hold
7,366
– – 0.08% 90
2021
Q2 		$302K Buy
7,366
+914
+14% +$38.7K 0.08% 91
2021
Q1 		$268K Sell
6,452
-20
-0.3% -$806 0.07% 93
2020
Q4 		$263K Buy
6,472
+410
+7% +$16.7K 0.07% 96
2020
Q3 		$230K Buy
6,062
+320
+6% +$12.2K 0.07% 94
2020
Q2 		$209K Hold
5,742
– – 0.07% 94
2020
Q1 		$206K Buy
5,742
+755
+15% +$31.4K 0.08% 93
2019
Q4 		$211K Buy
+4,987
New +$208K 0.06% 95

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Lynch & Associates's FUTY Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.1% in Q2 2026, buying an estimated $53.8K and bringing the position to 15,962 shares worth $933K. The position accounts for 0.16% of the portfolio, ranked #90.

Lynch & Associates first reported a position in FUTY in Q4 2019 and has held it in 27 quarters since. 34 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Lynch & Associates held 15,962 shares of Fidelity MSCI Utilities Index ETF worth $933K as of Q2 2026.
  • Lynch & Associates bought 919 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $53.8K.
  • Fidelity MSCI Utilities Index ETF made up 0.16% of Lynch & Associates's portfolio in Q2 2026, its #90 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.