Creekmur Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Creekmur Asset 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 Q3	$194	Hold	3	–	–	﹤0.01%	699
2025 Q2	$179	Sell	3 -1	-25%	-$51	﹤0.01%	715
2025 Q1	$215	Sell	4 -2	-33%	-$101	﹤0.01%	661
2024 Q4	$270	Sell	6 -1	-14%	-$51	﹤0.01%	775
2024 Q3	$388	Sell	7 -2	-22%	-$96	﹤0.01%	824
2024 Q2	$414	Sell	9 -1,518	-99%	-$67.2K	﹤0.01%	855
2024 Q1	$64.8K	Sell	1,527 -1,983	-56%	-$79.8K	0.02%	218
2023 Q4	$143K	Buy	+3,510	New	+$138K	0.04%	170

Other funds holding FUTY

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creekmur Asset Management's FUTY Position: Q3 2025 in Review

Creekmur Asset Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q3 2025 at 3 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Creekmur Asset Management first reported a position in FUTY in Q4 2023 and has held it in 8 quarters since. The position peaked at $143K in Q4 2023. 223 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

Creekmur Asset Management held 3 shares of Fidelity MSCI Utilities Index ETF worth $194 as of Q3 2025.
Creekmur Asset Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q3 2025.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #699 holding.
Creekmur Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $143K in Q4 2023.
223 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.