Rossmore Private Capital’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rossmore Private 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	$403K	Hold	6,899	–	–	0.03%	235
2026 Q1	$408K	Hold	6,899	–	–	0.04%	221
2025 Q4	$381K	Hold	6,899	–	–	0.03%	226
2025 Q3	$390K	Buy	+6,899	New	+$377K	0.04%	206

Other funds holding FUTY

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 22.94% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Rossmore Private Capital's FUTY Position: Q2 2026 in Review

Rossmore Private Capital held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 6,899 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #235.

Rossmore Private Capital first reported a position in FUTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q1 2026. 140 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Rossmore Private Capital held 6,899 shares of Fidelity MSCI Utilities Index ETF worth $403K as of Q2 2026.
Rossmore Private Capital left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.03% of Rossmore Private Capital's portfolio in Q2 2026, its #235 holding.
Rossmore Private Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2025 and has held it in 4 quarters since.
Rossmore Private Capital's Fidelity MSCI Utilities Index ETF position peaked at $408K in Q1 2026.
140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.