NBC Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NBC Securities’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	$1.33M	Buy	22,787 +5,617	+33%	+$329K	0.09%	243
2026 Q1	$1.01M	Buy	17,170 +16,785	+4,360%	+$973K	0.08%	279
2025 Q4	$21.3K	Buy	385 +10	+3%	+$573	﹤0.01%	1751
2025 Q3	$21.2K	Hold	375	–	–	﹤0.01%	1718
2025 Q2	$19K	Hold	375	–	–	﹤0.01%	1727
2025 Q1	$19K	Buy	+375	New	+$18.9K	﹤0.01%	1505
2024 Q4	–	Sell	-375	Closed	-$19K	–	1564
2024 Q3	$19K	Hold	375	–	–	﹤0.01%	1525
2024 Q2	$16K	Hold	375	–	–	﹤0.01%	1527
2024 Q1	$15K	Hold	375	–	–	﹤0.01%	1546
2023 Q4	$15K	Hold	375	–	–	﹤0.01%	1572
2023 Q3	$14K	Buy	+375	New	+$15.6K	﹤0.01%	1591

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

NBC Securities's FUTY Position: Q2 2026 in Review

NBC Securities increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 33% in Q2 2026, buying an estimated $329K and bringing the position to 22,787 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #243.

NBC Securities first reported a position in FUTY in Q3 2023 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

NBC Securities held 22,787 shares of Fidelity MSCI Utilities Index ETF worth $1.33M as of Q2 2026.
NBC Securities bought 5,617 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $329K.
Fidelity MSCI Utilities Index ETF made up 0.09% of NBC Securities's portfolio in Q2 2026, its #243 holding.
NBC Securities first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and has held it in 11 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.