FA
FUTY icon

Fortis Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Fortis Advisors’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 		– Sell
-4,943
Closed -$260K – 126
2025
Q2 		$260K Buy
4,943
+13
+0.3% +$668 0.17% 97
2025
Q1 		$251K Sell
4,930
-1,115
-18% -$56.2K 0.16% 96
2024
Q4 		$295K Buy
6,045
+30
+0.5% +$1.53K 0.19% 88
2024
Q3 		$312K Sell
6,015
-52,084
-90% -$2.49M 0.2% 83
2024
Q2 		$2.55M Sell
58,099
-216
-0.4% -$9.57K 1.8% 17
2024
Q1 		$2.47M Buy
58,315
+184
+0.3% +$7.41K 1.66% 19
2023
Q4 		$2.38M Sell
58,131
-21,471
-27% -$843K 1.69% 18
2023
Q3 		$3.02M Sell
79,602
-66,930
-46% -$2.78M 2.27% 15
2023
Q2 		$5.47M Sell
146,532
-2,259
-2% -$98.2K 3.91% 8
2023
Q1 		$5.75M Buy
148,791
+4,265
+3% +$188K 3.75% 8
2022
Q4 		$5.76M Buy
144,526
+2,214
+2% +$97.4K 4.38% 6
2022
Q3 		$5.3M Buy
142,312
+11,237
+9% +$530K 3.78% 7
2022
Q2 		$5.11M Buy
131,075
+13,542
+12% +$631K 3.39% 10
2022
Q1 		$4.73M Buy
117,533
+5,177
+5% +$232K 2.59% 11
2021
Q4 		$4.37M Buy
112,356
+1,023
+0.9% +$44.7K 2.54% 10
2021
Q3 		$3.93M Buy
111,333
+784
+0.7% +$33.8K 2.4% 12
2021
Q2 		$3.8M Buy
110,549
+15,466
+16% +$655K 2.19% 13
2021
Q1 		$2.95M Buy
95,083
+26,159
+38% +$1.05M 2.1% 14
2020
Q4 		$2.8M Sell
68,924
-772
-1% -$31.4K 2.47% 15
2020
Q3 		$2.64M Buy
69,696
+38,668
+125% +$1.48M 2.47% 13
2020
Q2 		$1.13M Buy
+31,028
New +$1.16M 1.12% 23

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fortis Advisors's FUTY Position: Q3 2025 in Review

Fortis Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 4,943 shares — an estimated $260K sold.

Fortis Advisors first reported a position in FUTY in Q2 2020 and held it in 21 quarters. The position peaked at $5.76M in Q4 2022. 223 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • Fortis Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Advisors sold 4,943 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $260K.
  • Fortis Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 21 quarters.
  • Fortis Advisors's Fidelity MSCI Utilities Index ETF position peaked at $5.76M in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Fortis Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.