Freedom Investment Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Freedom Investment 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 Q1	–	Sell	-13,517	Closed	-$659K	–	770
2024 Q4	$659K	Buy	+13,517	New	+$689K	0.05%	338
2022 Q4	–	Sell	-9,325	Closed	-$394K	–	736
2022 Q3	$394K	Sell	9,325 -107	-1%	-$5.05K	0.05%	488
2022 Q2	$426K	Buy	+9,432	New	+$439K	0.05%	504

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

Freedom Investment Management's FUTY Position: Q1 2025 in Review

Freedom Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 13,517 shares — an estimated $659K sold.

Freedom Investment Management first reported a position in FUTY in Q2 2022 and held it in 3 quarters. The position peaked at $659K in Q4 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Freedom Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 13,517 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $659K.
Freedom Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 3 quarters.
Freedom Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $659K in Q4 2024.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.