Simplex Trading’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Simplex Trading’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	$3.8K	Buy	+65	New	+$3.8K	﹤0.01%	8328
2026 Q1	–	Sell	-197	Closed	-$10.9K	–	9431
2025 Q4	$10.9K	Sell	197 -2,896	-94%	-$166K	﹤0.01%	6933
2025 Q3	$174K	Buy	+3,093	New	+$169K	﹤0.01%	5109
2025 Q2	–	Sell	-56	Closed	-$2K	–	8992
2025 Q1	$2K	Sell	56 -200	-78%	-$10.1K	﹤0.01%	7982
2024 Q4	$12K	Sell	256 -505	-66%	-$25.8K	﹤0.01%	7059
2024 Q3	$39K	Buy	+761	New	+$36.4K	﹤0.01%	6105

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

Simplex Trading's FUTY Position: Q2 2026 in Review

Simplex Trading opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 65 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #8328 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FUTY as recently as Q4 2025.

Simplex Trading first reported a position in FUTY in Q3 2024 and has held it in 6 quarters since. The position peaked at $174K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Simplex Trading held 65 shares of Fidelity MSCI Utilities Index ETF worth $3.8K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new Simplex Trading position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8328 holding.
Simplex Trading first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 6 quarters since.
Simplex Trading's Fidelity MSCI Utilities Index ETF position peaked at $174K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.