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

Callan 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
2025
Q1 		$457K Hold
8,974
– – 0.03% 223
2024
Q4 		$438K Hold
8,974
– – 0.03% 202
2024
Q3 		$465K Hold
8,974
– – 0.03% 186
2024
Q2 		$394K Hold
8,974
– – 0.03% 191
2024
Q1 		$381K Hold
8,974
– – 0.03% 169
2023
Q4 		$367K Buy
+8,974
New +$352K 0.03% 154

Other funds holding FUTY

Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Callan Capital's FUTY Position: Q1 2025 in Review

Callan Capital held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q1 2025 at 8,974 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #223.

Callan Capital first reported a position in FUTY in Q4 2023 and has held it in 6 quarters since. The position peaked at $465K in Q3 2024. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Callan Capital held 8,974 shares of Fidelity MSCI Utilities Index ETF worth $457K as of Q1 2025.
  • Callan Capital left its Fidelity MSCI Utilities Index ETF share count unchanged in Q1 2025.
  • Fidelity MSCI Utilities Index ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #223 holding.
  • Callan Capital first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 6 quarters since.
  • Callan Capital's Fidelity MSCI Utilities Index ETF position peaked at $465K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.