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Crossmark Global Holdings’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Crossmark Global Holdings’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
-17,277
Closed -$975K – 1266
2025
Q3 		$975K Hold
17,277
– – 0.01% 635
2025
Q2 		$909K Hold
17,277
– – 0.01% 650
2025
Q1 		$879K Buy
+17,277
New +$870K 0.02% 653

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 $377B AUM 19.32% 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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

Crossmark Global Holdings's FUTY Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 17,277 shares — an estimated $975K sold.

Crossmark Global Holdings first reported a position in FUTY in Q1 2025 and held it in 3 quarters. The position peaked at $975K in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 17,277 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $975K.
  • Crossmark Global Holdings first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Fidelity MSCI Utilities Index ETF position peaked at $975K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.