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Lee, Danner & Bass’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Lee, Danner & Bass’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
-367
Closed -$17.9K – 396
2024
Q4 		$17.9K Buy
+367
New +$18.7K ﹤0.01% 475

Other funds holding FUTY

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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

Lee, Danner & Bass's FUTY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 367 shares — an estimated $17.9K sold.

Lee, Danner & Bass first reported a position in FUTY in Q4 2024 and held it in 1 quarter. The position peaked at $17.9K in Q4 2024. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 367 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $17.9K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Utilities Index ETF position peaked at $17.9K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.