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FUTY icon

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

CreativeOne Wealth’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
2026
Q1 		$803K Sell
13,590
-3,171
-19% -$184K 0.02% 654
2025
Q4 		$926K Sell
16,761
-59
-0.4% -$3.38K 0.02% 579
2025
Q3 		$950K Buy
16,820
+1,760
+12% +$96.1K 0.02% 567
2025
Q2 		$792K Buy
15,060
+3,129
+26% +$161K 0.02% 605
2025
Q1 		$608K Buy
11,931
+352
+3% +$17.7K 0.02% 627
2024
Q4 		$565K Buy
+11,579
New +$591K 0.02% 656
2023
Q1 		– Sell
-4,445
Closed -$203K – 806
2022
Q4 		$203K Buy
+4,445
New +$196K 0.01% 694

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return