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

Traynor 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 Q1	$323K	Sell	5,462 -40	-0.7%	-$2.32K	0.02%	234
2025 Q4	$304K	Sell	5,502 -198	-3%	-$11.3K	0.02%	250
2025 Q3	$322K	Buy	+5,700	New	+$311K	0.02%	243
2023 Q4	–	Sell	-6,387	Closed	-$242K	–	257
2023 Q3	$242K	Sell	6,387 -976	-13%	-$40.5K	0.03%	165
2023 Q2	$311K	Sell	7,363 -14,089	-66%	-$613K	0.04%	148
2023 Q1	$940K	Buy	21,452 +1,651	+8%	+$72.6K	0.14%	88
2022 Q4	$903K	Buy	+19,801	New	+$871K	0.13%	90

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traynor Capital Management's FUTY Position: Q1 2026 in Review

Traynor Capital Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.73% in Q1 2026, selling an estimated $2.32K and leaving 5,462 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #234.

Traynor Capital Management first reported a position in FUTY in Q4 2022 and has held it in 7 quarters since. The position peaked at $940K in Q1 2023. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Traynor Capital Management held 5,462 shares of Fidelity MSCI Utilities Index ETF worth $323K as of Q1 2026.
Traynor Capital Management sold 40 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $2.32K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Traynor Capital Management's portfolio in Q1 2026, its #234 holding.
Traynor Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 7 quarters since.
Traynor Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $940K in Q1 2023.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Traynor Capital Management's 13F filing for Q1 2026, filed 15 May 2026.