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

Kingsview Wealth 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
Q3 		– Sell
-5,540
Closed -$291K – 1236
2025
Q2 		$291K Buy
5,540
+87
+2% +$4.47K ﹤0.01% 959
2025
Q1 		$278K Sell
5,453
-1,331
-20% -$67.1K 0.01% 924
2024
Q4 		$331K Buy
6,784
+459
+7% +$23.4K 0.01% 862
2024
Q3 		$328K Sell
6,325
-339
-5% -$16.2K 0.01% 856
2024
Q2 		$293K Sell
6,664
-80
-1% -$3.54K 0.01% 844
2024
Q1 		$286K Buy
6,744
+25
+0.4% +$1.01K 0.01% 833
2023
Q4 		$275K Sell
6,719
-1,761
-21% -$69.1K 0.01% 800
2023
Q3 		$322K Sell
8,480
-505
-6% -$21K 0.01% 731
2023
Q2 		$380K Sell
8,985
-3,688
-29% -$160K 0.01% 663
2023
Q1 		$555K Sell
12,673
-2,193
-15% -$96.4K 0.02% 548
2022
Q4 		$678K Sell
14,866
-1,758
-11% -$77.3K 0.03% 428
2022
Q3 		$702K Sell
16,624
-121
-0.7% -$5.71K 0.03% 420
2022
Q2 		$756K Sell
16,745
-12
-0.1% -$559 0.04% 439
2022
Q1 		$803K Buy
16,757
+1,626
+11% +$72.8K 0.04% 458
2021
Q4 		$701K Buy
15,131
+153
+1% +$6.68K 0.03% 494
2021
Q3 		$616K Buy
14,978
+277
+2% +$11.9K 0.03% 500
2021
Q2 		$610K Buy
14,701
+580
+4% +$24.6K 0.03% 508
2021
Q1 		$586K Buy
14,121
+578
+4% +$23.3K 0.03% 475
2020
Q4 		$550K Buy
13,543
+1,505
+13% +$61.2K 0.04% 426
2020
Q3 		$457K Buy
12,038
+1,420
+13% +$54.2K 0.04% 381
2020
Q2 		$387K Buy
10,618
+4,113
+63% +$153K 0.04% 388
2020
Q1 		$234K Buy
+6,505
New +$271K 0.03% 403

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Kingsview Wealth Management's FUTY Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 5,540 shares — an estimated $291K sold.

Kingsview Wealth Management first reported a position in FUTY in Q1 2020 and held it in 22 quarters. The position peaked at $803K in Q1 2022. 223 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,540 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $291K.
  • Kingsview Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 22 quarters.
  • Kingsview Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $803K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.