Money Concepts Capital’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Money Concepts Capital’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	$962K	Buy	16,459 +2,126	+15%	+$124K	0.04%	314
2026 Q1	$847K	Buy	14,333 +7,062	+97%	+$409K	0.05%	305
2025 Q4	$401K	Buy	+7,271	New	+$416K	0.02%	382
2023 Q1	–	Sell	-3,163	Closed	-$144K	–	1407
2022 Q4	$144K	Buy	+3,163	New	+$139K	0.01%	826
2022 Q2	–	Sell	-2,670	Closed	-$128K	–	1881
2022 Q1	$128K	Buy	+2,670	New	+$120K	0.01%	908
2021 Q1	$24K	Hold	583	–	–	﹤0.01%	617
2020 Q4	$24K	Buy	+583	New	+$23.7K	﹤0.01%	566

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

Money Concepts Capital's FUTY Position: Q2 2026 in Review

Money Concepts Capital increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 16,459 shares worth $962K. The position accounts for 0.04% of the portfolio, ranked #314.

Money Concepts Capital first reported a position in FUTY in Q4 2020 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Money Concepts Capital held 16,459 shares of Fidelity MSCI Utilities Index ETF worth $962K as of Q2 2026.
Money Concepts Capital bought 2,126 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $124K.
Fidelity MSCI Utilities Index ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #314 holding.
Money Concepts Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.