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

Element 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
2025 Q1	–	Sell	-22	Closed	-$1.09K	–	200
2024 Q4	$1.09K	Hold	22	–	–	﹤0.01%	288
2024 Q3	$1.15K	Hold	22	–	–	﹤0.01%	281
2024 Q2	$969	Hold	22	–	–	﹤0.01%	288
2024 Q1	$928	Hold	22	–	–	﹤0.01%	267
2023 Q4	$885	Hold	22	–	–	﹤0.01%	256
2023 Q3	$816	Buy	22 +1	+5%	+$42	﹤0.01%	247
2023 Q2	$901	Hold	21	–	–	﹤0.01%	232
2023 Q1	$927	Hold	21	–	–	﹤0.01%	201
2022 Q4	$956	Hold	21	–	–	﹤0.01%	195
2022 Q3	$1K	Buy	21 +1	+5%	+$47	﹤0.01%	192
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	188
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	202
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	188
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	179
2021 Q2	$1K	Buy	20 +1	+5%	+$42	﹤0.01%	173
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	166
2020 Q4	$1K	Sell	19 -1	-5%	-$41	﹤0.01%	154
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	131
2020 Q2	$1K	Buy	20 +1	+5%	+$37	﹤0.01%	125
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	115
2019 Q4	$1K	Buy	+19	New	+$791	﹤0.01%	114

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Element Wealth's FUTY Position: Q1 2025 in Review

Element Wealth sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 22 shares — an estimated $1.09K sold.

Element Wealth first reported a position in FUTY in Q4 2019 and held it in 21 quarters. The position peaked at $1.15K in Q3 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Element Wealth reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 22 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $1.09K.
Element Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 21 quarters.
Element Wealth's Fidelity MSCI Utilities Index ETF position peaked at $1.15K in Q3 2024.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.