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

Westhampton 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 		$233K Hold
3,995
– – 0.1% 119
2026
Q1 		$236K Buy
+3,995
New +$232K 0.11% 115

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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
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Westhampton Capital's FUTY Position: Q2 2026 in Review

Westhampton Capital held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 3,995 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #119.

Westhampton Capital first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 81 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Westhampton Capital held 3,995 shares of Fidelity MSCI Utilities Index ETF worth $233K as of Q2 2026.
  • Westhampton Capital left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.1% of Westhampton Capital's portfolio in Q2 2026, its #119 holding.
  • Westhampton Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Westhampton Capital's Fidelity MSCI Utilities Index ETF position peaked at $236K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.