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

GGM Wealth 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
Q1 		$3.12M Buy
+61,444
New +$3.1M 1.74% 11
2024
Q4 		– Sell
-71,013
Closed -$3.68M – 147
2024
Q3 		$3.68M Buy
+71,013
New +$3.4M 1.59% 17

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 $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GGM Wealth Advisors's FUTY Position: Q1 2025 in Review

GGM Wealth Advisors opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025: 61,444 shares worth $3.12M. The stake represents 1.74% of the portfolio and ranks #11 among its holdings. This is a return to the name: GGM Wealth Advisors previously reported a position in FUTY as recently as Q3 2024.

GGM Wealth Advisors first reported a position in FUTY in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.68M in Q3 2024. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • GGM Wealth Advisors held 61,444 shares of Fidelity MSCI Utilities Index ETF worth $3.12M as of Q1 2025.
  • Fidelity MSCI Utilities Index ETF was a new GGM Wealth Advisors position in Q1 2025.
  • Fidelity MSCI Utilities Index ETF made up 1.74% of GGM Wealth Advisors's portfolio in Q1 2025, its #11 holding.
  • GGM Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 2 quarters since.
  • GGM Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.68M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.