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Global Retirement Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Global Retirement Partners’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
Q4 		$95.2K Buy
1,723
+544
+46% +$31.1K ﹤0.01% 1949
2025
Q3 		$66.6K Sell
1,179
-198
-14% -$10.8K ﹤0.01% 1740
2025
Q2 		$72.4K Buy
+1,377
New +$70.8K ﹤0.01% 1585
2024
Q4 		$135K Buy
2,769
+315
+13% +$16.1K ﹤0.01% 1127
2024
Q3 		$127K Sell
2,454
-346
-12% -$16.5K ﹤0.01% 1113
2024
Q2 		$123K Hold
2,800
– – ﹤0.01% 1092
2024
Q1 		$119K Sell
2,800
-127
-4% -$5.11K ﹤0.01% 1010
2023
Q4 		$118K Sell
2,927
-1,447
-33% -$56.8K ﹤0.01% 964
2023
Q3 		$160K Buy
4,374
+1,758
+67% +$73K 0.01% 756
2023
Q2 		$111K Sell
2,616
-5
-0.2% -$217 0.01% 904
2023
Q1 		$115K Buy
2,621
+2,616
+52,320% +$115K 0.01% 856
2022
Q4 		$228 Hold
5
– – ﹤0.01% 2931
2022
Q3 		$0 Hold
5
– – ﹤0.01% 2784
2022
Q2 		$0 Hold
5
– – ﹤0.01% 2745
2022
Q1 		$0 Buy
+5
New +$224 ﹤0.01% 2677
2021
Q4 		– Sell
-5
Closed – – 806
2021
Q3 		$0 Hold
5
– – ﹤0.01% 2014
2021
Q2 		$0 Buy
+5
New +$212 ﹤0.01% 1888
2019
Q4 		– Sell
-6,800
Closed -$289K – 1652
2019
Q3 		$289K Sell
6,800
-884
-12% -$35.8K 0.05% 302
2019
Q2 		$302K Sell
7,684
-634
-8% -$24.5K 0.06% 268
2019
Q1 		$319K Sell
8,318
-10,110
-55% -$371K 0.08% 219
2018
Q4 		$643K Sell
18,428
-207
-1% -$7.41K 0.16% 121
2018
Q3 		$649K Sell
18,635
-469
-2% -$16.4K 0.15% 132
2018
Q2 		$654K Sell
19,104
-5,040
-21% -$167K 0.17% 125
2018
Q1 		$798K Sell
24,144
-7,539
-24% -$246K 0.22% 94
2017
Q4 		$1.09M Buy
31,683
+8,334
+36% +$298K 0.3% 63
2017
Q3 		$806K Sell
23,349
-6,707
-22% -$234K 0.33% 55
2017
Q2 		$1.01M Buy
30,056
+4,483
+18% +$153K 0.48% 38
2017
Q1 		$852K Buy
25,573
+25,245
+7,697% +$819K 0.48% 32
2016
Q4 		$10K Buy
+328
New +$10.2K 0.01% 688

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global Retirement Partners's FUTY Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 46% in Q4 2025, buying an estimated $31.1K and bringing the position to 1,723 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Global Retirement Partners first reported a position in FUTY in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.09M in Q4 2017. 256 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

  • Global Retirement Partners held 1,723 shares of Fidelity MSCI Utilities Index ETF worth $95.2K as of Q4 2025.
  • Global Retirement Partners bought 544 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $31.1K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1949 holding.
  • Global Retirement Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2016 and has held it in 29 quarters since.
  • Global Retirement Partners's Fidelity MSCI Utilities Index ETF position peaked at $1.09M in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.