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

Tradewinds 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	$4.38K	Hold	75	–	–	﹤0.01%	492
2026 Q1	$4.43K	Hold	75	–	–	﹤0.01%	478
2025 Q4	$4.14K	Hold	75	–	–	﹤0.01%	467
2025 Q3	$4.24K	Hold	75	–	–	﹤0.01%	451
2025 Q2	$3.94K	Hold	75	–	–	﹤0.01%	423
2025 Q1	$3.82K	Sell	75 -1,165	-94%	-$58.7K	﹤0.01%	438
2024 Q4	$60.5K	Buy	+1,240	New	+$63.3K	0.02%	191

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

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

Tradewinds Capital Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 75 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Tradewinds Capital Management first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.5K in Q4 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Tradewinds Capital Management held 75 shares of Fidelity MSCI Utilities Index ETF worth $4.38K as of Q2 2026.
Tradewinds Capital Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #492 holding.
Tradewinds Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
Tradewinds Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $60.5K in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.