VCI Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

VCI Wealth 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	$227K	Buy	3,885 +178	+5%	+$10.4K	0.06%	95
2026 Q1	$219K	Sell	3,707 -2,814	-43%	-$163K	0.06%	121
2025 Q4	$360K	Sell	6,521 -25	-0.4%	-$1.43K	0.1%	96
2025 Q3	$370K	Sell	6,546 -948	-13%	-$51.8K	0.11%	109
2025 Q2	$394K	Buy	7,494 +532	+8%	+$27.4K	0.14%	99
2025 Q1	$355K	Sell	6,962 -1,585	-19%	-$79.8K	0.15%	99
2024 Q4	$417K	Buy	8,547 +891	+12%	+$45.4K	0.18%	80
2024 Q3	$397K	Sell	7,656 -10,946	-59%	-$523K	0.18%	83
2024 Q2	$818K	Buy	18,602 +13,301	+251%	+$589K	0.4%	60
2024 Q1	$225K	Sell	5,301 -772	-13%	-$31.1K	0.15%	100
2023 Q4	$248K	Buy	+6,073	New	+$238K	0.15%	99

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

VCI Wealth Management's FUTY Position: Q2 2026 in Review

VCI Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,885 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #95.

VCI Wealth Management first reported a position in FUTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $818K in Q2 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

VCI Wealth Management held 3,885 shares of Fidelity MSCI Utilities Index ETF worth $227K as of Q2 2026.
VCI Wealth Management bought 178 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $10.4K.
Fidelity MSCI Utilities Index ETF made up 0.06% of VCI Wealth Management's portfolio in Q2 2026, its #95 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $818K in Q2 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.