MAI Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

MAI Capital 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	–	Sell	-1,232	Closed	-$72.8K	–	3067
2026 Q1	$72.8K	Buy	1,232 +207	+20%	+$12K	﹤0.01%	2005
2025 Q4	$56.6K	Buy	1,025 +453	+79%	+$25.9K	﹤0.01%	1943
2025 Q3	$32.3K	Sell	572 -14	-2%	-$764	﹤0.01%	2164
2025 Q2	$30.8K	Buy	586 +14	+2%	+$720	﹤0.01%	2130
2025 Q1	$29.1K	Hold	572	–	–	﹤0.01%	2020
2024 Q4	$27.9K	Buy	+572	New	+$29.2K	﹤0.01%	2065

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 22.9% 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

MAI Capital Management's FUTY Position: Q2 2026 in Review

MAI Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 1,232 shares — an estimated $72.8K sold.

MAI Capital Management first reported a position in FUTY in Q4 2024 and held it in 6 quarters. The position peaked at $72.8K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

MAI Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,232 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $72.8K.
MAI Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $72.8K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.