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

Congress 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	$704K	Buy	+13,380	New	+$688K	0.01%	814

Other funds holding FUTY

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2025: 13,380 shares worth $704K. The stake represents 0.01% of the portfolio and ranks #814 among its holdings.

232 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

Congress Wealth Management held 13,380 shares of Fidelity MSCI Utilities Index ETF worth $704K as of Q2 2025.
Fidelity MSCI Utilities Index ETF was a new Congress Wealth Management position in Q2 2025.
Fidelity MSCI Utilities Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #814 holding.
232 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

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