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 Q2	$328K	Buy	5,621 +159	+3%	+$9.3K	0.02%	243
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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

TFS

Targeted Financial Services Seminole, Florida $136M AUM

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Traynor Capital Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.9% in Q2 2026, buying an estimated $9.3K and bringing the position to 5,621 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #243.

Traynor Capital Management first reported a position in FUTY in Q4 2022 and has held it in 8 quarters since. The position peaked at $940K in Q1 2023. 64 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Traynor Capital Management held 5,621 shares of Fidelity MSCI Utilities Index ETF worth $328K as of Q2 2026.
Traynor Capital Management bought 159 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $9.3K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #243 holding.
Traynor Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 8 quarters since.
Traynor Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $940K in Q1 2023.
64 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.