Maxele Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Maxele 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	$1.3M	Buy	+22,255	New	+$1.3M	0.91%	32
2025 Q4	$1.25M	Buy	22,693 +3,724	+20%	+$213K	1.02%	32
2025 Q3	$1.07M	Buy	18,969 +2,073	+12%	+$113K	0.92%	35
2025 Q2	$889K	Buy	16,896 +334	+2%	+$17.2K	0.78%	37
2025 Q1	$844K	Buy	16,562 +329	+2%	+$16.6K	0.82%	39
2024 Q4	$792K	Buy	+16,233	New	+$828K	0.76%	42
2022 Q3	$571K	Buy	13,514 +53	+0.4%	+$2.5K	0.96%	34
2022 Q2	$607K	Sell	13,461 -1,142	-8%	-$53.2K	0.95%	33
2022 Q1	$700K	Buy	14,603 +1,628	+13%	+$72.9K	0.87%	36
2021 Q4	$601K	Buy	+12,975	New	+$567K	0.69%	43

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

Maxele Advisors's FUTY Position: Q2 2026 in Review

Maxele Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 22,255 shares worth $1.3M. The stake represents 0.91% of the portfolio and ranks #32 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in FUTY as recently as Q4 2025.

Maxele Advisors first reported a position in FUTY in Q4 2021 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Maxele Advisors held 22,255 shares of Fidelity MSCI Utilities Index ETF worth $1.3M as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new Maxele Advisors position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.91% of Maxele Advisors's portfolio in Q2 2026, its #32 holding.
Maxele Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.