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

Gibson 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	–	Sell	-11,000	Closed	-$536K	–	38
2024 Q4	$536K	Hold	11,000	–	–	0.44%	20
2024 Q3	$570K	Hold	11,000	–	–	0.46%	20
2024 Q2	$484K	Hold	11,000	–	–	0.45%	21
2024 Q1	$467K	Buy	+11,000	New	+$443K	0.45%	21
2022 Q4	$56.7M	Buy	1,287,720 +1,267,280	+6,200%	+$55.8M	1.09%	14
2022 Q3	$863K	Hold	20,440	–	–	0.99%	12
2022 Q2	$922K	Buy	+20,440	New	+$952K	1.03%	11

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

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

Gibson Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 11,000 shares — an estimated $536K sold.

Gibson Wealth Advisors first reported a position in FUTY in Q2 2022 and held it in 7 quarters. The position peaked at $56.7M in Q4 2022. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Gibson Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
Gibson Wealth Advisors sold 11,000 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $536K.
Gibson Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 7 quarters.
Gibson Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $56.7M in Q4 2022.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Gibson Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.