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Concourse Financial Group Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Concourse Financial Group Securities’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
-1,010
Closed -$50.9K – 790
2024
Q4 		$50.9K Sell
1,010
-115
-10% -$5.87K ﹤0.01% 1214
2024
Q3 		$58.3K Sell
1,125
-167
-13% -$7.99K ﹤0.01% 1126
2024
Q2 		$56.8K Sell
1,292
-3,068
-70% -$136K ﹤0.01% 1126
2024
Q1 		$185K Hold
4,360
– – 0.01% 702
2023
Q4 		$178K Sell
4,360
-810
-16% -$31.8K 0.01% 688
2023
Q3 		$196K Hold
5,170
– – 0.02% 622
2023
Q2 		$219K Buy
5,170
+4,356
+535% +$189K 0.02% 615
2023
Q1 		$35.7K Hold
814
– – ﹤0.01% 1231
2022
Q4 		$37.1K Hold
814
– – ﹤0.01% 1206
2022
Q3 		$34K Sell
814
-590
-42% -$27.8K ﹤0.01% 1106
2022
Q2 		$63K Sell
1,404
-3,942
-74% -$184K 0.01% 991
2022
Q1 		$256K Buy
5,346
+3,943
+281% +$176K 0.02% 569
2021
Q4 		$65K Buy
1,403
+590
+73% +$25.8K ﹤0.01% 1180
2021
Q3 		$33K Hold
813
– – ﹤0.01% 1480
2021
Q2 		$33K Hold
813
– – ﹤0.01% 1464
2021
Q1 		$34K Hold
813
– – ﹤0.01% 1372
2020
Q4 		$33K Hold
813
– – ﹤0.01% 1282
2020
Q3 		$31K Hold
813
– – ﹤0.01% 1219
2020
Q2 		$30K Hold
813
– – ﹤0.01% 1145
2020
Q1 		$29K Hold
813
– – ﹤0.01% 1099
2019
Q4 		$34K Hold
813
– – ﹤0.01% 1077
2019
Q3 		$35K Buy
813
+62
+8% +$2.51K 0.01% 742
2019
Q2 		$29K Hold
751
– – ﹤0.01% 1078
2019
Q1 		$28K Hold
751
– – ﹤0.01% 1109
2018
Q4 		$26K Sell
751
-581
-44% -$20.8K ﹤0.01% 1029
2018
Q3 		$46K Buy
+1,332
New +$46.7K 0.01% 613

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
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 $1.66T AUM 25.57% 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 $94.2B AUM 21.24% 1-Year Est. Return

Concourse Financial Group Securities's FUTY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 1,010 shares — an estimated $50.9K sold.

Concourse Financial Group Securities first reported a position in FUTY in Q3 2018 and held it in 26 quarters. The position peaked at $256K in Q1 2022. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,010 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $50.9K.
  • Concourse Financial Group Securities first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Fidelity MSCI Utilities Index ETF position peaked at $256K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.