Sweeney & Michel’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sweeney & Michel’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	$5.36M	Buy	95,020 +4,407	+5%	+$258K	1.41%	19
2026 Q1	$5.42M	Buy	90,613 +1,617	+2%	+$93.7K	1.59%	17
2025 Q4	$5.13M	Buy	88,996 +4,954	+6%	+$284K	1.51%	18
2025 Q3	$4.9M	Buy	84,042 +1,045	+1%	+$57.1K	1.65%	18
2025 Q2	$4.41M	Buy	82,997 +2,215	+3%	+$114K	1.57%	19
2025 Q1	$3.82M	Buy	+80,782	New	+$4.07M	1.67%	19
2024 Q3	$4M	Buy	76,080 +59,633	+363%	+$2.85M	1.58%	19
2024 Q2	$729K	Buy	16,447 +73	+0.4%	+$3.23K	0.31%	55
2024 Q1	$755K	Buy	+16,374	New	+$659K	0.33%	53
2023 Q3	$593K	Buy	15,221 +4,085	+37%	+$170K	0.31%	55
2023 Q2	$462K	Buy	11,136 +67	+0.6%	+$2.91K	0.24%	69
2023 Q1	$469K	Buy	+11,069	New	+$487K	0.25%	65

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

Sweeney & Michel's FUTY Position: Q2 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.9% in Q2 2026, buying an estimated $258K and bringing the position to 95,020 shares worth $5.36M. The position accounts for 1.41% of the portfolio, ranked #19.

Sweeney & Michel first reported a position in FUTY in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.42M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Sweeney & Michel held 95,020 shares of Fidelity MSCI Utilities Index ETF worth $5.36M as of Q2 2026.
Sweeney & Michel bought 4,407 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $258K.
Fidelity MSCI Utilities Index ETF made up 1.41% of Sweeney & Michel's portfolio in Q2 2026, its #19 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Fidelity MSCI Utilities Index ETF position peaked at $5.42M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.