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

GeoWealth 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
-29,159
Closed -$1.42M – 1340
2024
Q4 		$1.42M Buy
29,159
+777
+3% +$39.6K 0.05% 230
2024
Q3 		$1.47M Buy
+28,382
New +$1.36M 0.05% 232

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
Commonwealth Equity Services
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
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

GeoWealth Management's FUTY Position: Q1 2025 in Review

GeoWealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 29,159 shares — an estimated $1.42M sold.

GeoWealth Management first reported a position in FUTY in Q3 2024 and held it in 2 quarters. The position peaked at $1.47M in Q3 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • GeoWealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 29,159 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $1.42M.
  • GeoWealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Fidelity MSCI Utilities Index ETF position peaked at $1.47M in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

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