1IA
FUTY icon

1620 Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

1620 Investment Advisors’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
2025
Q1 		– Sell
-299
Closed -$14.6K – 700
2024
Q4 		$14.6K Hold
299
– – 0.01% 413
2024
Q3 		$15.5K Sell
299
-101
-25% -$4.83K 0.01% 432
2024
Q2 		$17.6K Buy
+400
New +$17.7K 0.01% 410

Other funds holding FUTY

Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

1620 Investment Advisors's FUTY Position: Q1 2025 in Review

1620 Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 299 shares — an estimated $14.6K sold.

1620 Investment Advisors first reported a position in FUTY in Q2 2024 and held it in 3 quarters. The position peaked at $17.6K in Q2 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • 1620 Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 299 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $14.6K.
  • 1620 Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and held it in 3 quarters.
  • 1620 Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $17.6K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.