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 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 $1.37T 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

VCI Wealth Management's FUTY Position: Q1 2026 in Review

VCI Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 43% in Q1 2026, selling an estimated $163K and leaving 3,707 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #121.

VCI Wealth Management first reported a position in FUTY in Q4 2023 and has held it in 10 quarters since. The position peaked at $818K in Q2 2024. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

VCI Wealth Management held 3,707 shares of Fidelity MSCI Utilities Index ETF worth $219K as of Q1 2026.
VCI Wealth Management sold 2,814 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $163K.
Fidelity MSCI Utilities Index ETF made up 0.06% of VCI Wealth Management's portfolio in Q1 2026, its #121 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $818K in Q2 2024.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.