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

Avior 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
2025 Q1	–	Sell	-105	Closed	-$5.12K	–	1337
2024 Q4	$5.12K	Buy	105 +54	+106%	+$2.75K	﹤0.01%	1847
2024 Q3	$2.64K	Buy	+51	New	+$2.44K	﹤0.01%	1929
2021 Q1	–	Sell	-98	Closed	-$3K	–	1059
2020 Q4	$3K	Buy	+98	New	+$3.98K	﹤0.01%	835
2019 Q3	–	Sell	-255	Closed	-$10K	–	812
2019 Q2	$10K	Buy	+255	New	+$9.85K	﹤0.01%	596

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avior Wealth Management's FUTY Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 105 shares — an estimated $5.12K sold.

Avior Wealth Management first reported a position in FUTY in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Avior Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 105 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $5.12K.
Avior Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 4 quarters.
Avior Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $10K in Q2 2019.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.