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Generation Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Generation Capital 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
-15,910
Closed -$776K – 71
2024
Q4 		$776K Buy
+15,910
New +$812K 0.67% 35

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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Generation Capital Management's FUTY Position: Q1 2025 in Review

Generation Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 15,910 shares — an estimated $776K sold.

Generation Capital Management first reported a position in FUTY in Q4 2024 and held it in 1 quarter. The position peaked at $776K in Q4 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Generation Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • Generation Capital Management sold 15,910 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $776K.
  • Generation Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 1 quarter.
  • Generation Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $776K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Generation Capital Management's 13F filing for Q1 2025, filed 9 May 2025.