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

Northside 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	$7.91M	Sell	135,459 -4,480	-3%	-$262K	0.65%	50
2026 Q1	$8.27M	Buy	139,939 +19,461	+16%	+$1.13M	0.73%	43
2025 Q4	$6.65M	Buy	120,478 +2,135	+2%	+$122K	0.58%	48
2025 Q3	$6.68M	Buy	118,343 +114,353	+2,866%	+$6.24M	0.61%	41
2025 Q2	$210K	Buy	+3,990	New	+$205K	0.02%	182

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

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

Northside Capital Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 3.2% in Q2 2026, selling an estimated $262K and leaving 135,459 shares worth $7.91M. The position accounts for 0.65% of the portfolio, ranked #50.

Northside Capital Management first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.27M in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Northside Capital Management held 135,459 shares of Fidelity MSCI Utilities Index ETF worth $7.91M as of Q2 2026.
Northside Capital Management sold 4,480 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $262K.
Fidelity MSCI Utilities Index ETF made up 0.65% of Northside Capital Management's portfolio in Q2 2026, its #50 holding.
Northside Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
Northside Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $8.27M in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.