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

Centric 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
Q2 		– Sell
-54,117
Closed -$2.76M – 195
2025
Q1 		$2.76M Buy
54,117
+8,555
+19% +$431K 0.72% 48
2024
Q4 		$2.22M Buy
+45,562
New +$2.32M 0.6% 53

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

Centric Wealth Management's FUTY Position: Q2 2025 in Review

Centric Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2025, closing a stake of 54,117 shares — an estimated $2.76M sold.

Centric Wealth Management first reported a position in FUTY in Q4 2024 and held it in 2 quarters. The position peaked at $2.76M in Q1 2025. 231 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

  • Centric Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2025 after selling out during the quarter.
  • Centric Wealth Management sold 54,117 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $2.76M.
  • Centric Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 2 quarters.
  • Centric Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.76M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Centric Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.