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Briaud Financial Planning’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-582
Closed -$30K – 139
2025
Q2 		$30K Buy
+582
New +$29.9K 0.01% 130

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Briaud Financial Planning's FUTY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 582 shares — an estimated $30K sold.

Briaud Financial Planning first reported a position in FUTY in Q2 2025 and held it in 1 quarter. The position peaked at $30K in Q2 2025. 223 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 582 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $30K.
  • Briaud Financial Planning first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity MSCI Utilities Index ETF position peaked at $30K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.