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

Vicus Capital’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	$251K	Sell	4,289 -5,816	-58%	-$340K	0.02%	246
2026 Q1	$597K	Buy	10,105 +80	+0.8%	+$4.64K	0.04%	166
2025 Q4	$554K	Buy	10,025 +5,937	+145%	+$340K	0.04%	176
2025 Q3	$231K	Sell	4,088 -4,781	-54%	-$261K	0.02%	250
2025 Q2	$466K	Buy	8,869 +868	+11%	+$44.6K	0.04%	162
2025 Q1	$408K	Buy	8,001 +1,645	+26%	+$82.9K	0.04%	161
2024 Q4	$310K	Buy	+6,356	New	+$324K	0.03%	180
2022 Q4	–	Sell	-220,746	Closed	-$9.32M	–	206
2022 Q3	$9.32M	Buy	+220,746	New	+$10.4M	1.1%	21
2022 Q2	–	Sell	-5,421	Closed	-$260K	–	230
2022 Q1	$260K	Sell	5,421 -171	-3%	-$7.65K	0.03%	196
2021 Q4	$250K	Buy	5,592 +20	+0.4%	+$873	0.03%	197
2021 Q3	$229K	Sell	5,572 -91	-2%	-$3.92K	0.04%	129
2021 Q2	$232K	Buy	5,663 +308	+6%	+$13.1K	0.04%	137
2021 Q1	$222K	Buy	+5,355	New	+$216K	0.03%	219
2020 Q2	–	Sell	-99,483	Closed	-$3.57M	–	204
2020 Q1	$3.57M	Buy	+99,483	New	+$4.14M	0.67%	33
2019 Q4	–	Sell	-100,037	Closed	-$4.25M	–	213
2019 Q3	$4.25M	Sell	100,037 -8,874	-8%	-$360K	0.59%	39
2019 Q2	$4.28M	Buy	108,911 +10,385	+11%	+$401K	0.6%	39
2019 Q1	$3.77M	Buy	98,526 +1,890	+2%	+$69.3K	0.6%	36
2018 Q4	$3.37M	Buy	+96,636	New	+$3.46M	0.6%	36
2017 Q4	–	Sell	-7,320	Closed	-$253K	–	234
2017 Q3	$253K	Buy	7,320 +670	+10%	+$23.4K	0.05%	202
2017 Q2	$225K	Buy	+6,650	New	+$226K	0.05%	211
2016 Q3	–	Sell	-77,720	Closed	-$2.63M	–	220
2016 Q2	$2.63M	Buy	+77,720	New	+$2.47M	0.64%	38

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

Vicus Capital's FUTY Position: Q2 2026 in Review

Vicus Capital reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 58% in Q2 2026, selling an estimated $340K and leaving 4,289 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #246.

Vicus Capital first reported a position in FUTY in Q2 2016 and has held it in 21 quarters since. The position peaked at $9.32M in Q3 2022. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Vicus Capital held 4,289 shares of Fidelity MSCI Utilities Index ETF worth $251K as of Q2 2026.
Vicus Capital sold 5,816 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $340K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #246 holding.
Vicus Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2016 and has held it in 21 quarters since.
Vicus Capital's Fidelity MSCI Utilities Index ETF position peaked at $9.32M in Q3 2022.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.