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

Clearstead 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
Q4 		– Sell
-111
Closed -$6.27K – 2933
2025
Q3 		$6.27K Buy
+111
New +$6.06K ﹤0.01% 2076
2022
Q2 		– Sell
-12
Closed -$1K – 1333
2022
Q1 		$1K Buy
+12
New +$537 ﹤0.01% 1288

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 $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's FUTY Position: Q4 2025 in Review

Clearstead Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 111 shares — an estimated $6.27K sold.

Clearstead Advisors first reported a position in FUTY in Q1 2022 and held it in 2 quarters. The position peaked at $6.27K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

  • Clearstead Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 111 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $6.27K.
  • Clearstead Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 2 quarters.
  • Clearstead Advisors's Fidelity MSCI Utilities Index ETF position peaked at $6.27K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.