Logan Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Logan Capital 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 Q4	–	Sell	-22	Closed	-$1.26K	–	343
2025 Q3	$1.26K	Hold	22	–	–	﹤0.01%	416
2025 Q2	$1.17K	Hold	22	–	–	﹤0.01%	417
2025 Q1	$1.12K	Hold	22	–	–	﹤0.01%	505
2024 Q4	$1.06K	Hold	22	–	–	﹤0.01%	483
2024 Q3	$1.12K	Hold	22	–	–	﹤0.01%	458
2024 Q2	$945	Buy	22 +1	+5%	+$44	﹤0.01%	447
2024 Q1	$905	Hold	21	–	–	﹤0.01%	449
2023 Q4	$863	Buy	+21	New	+$825	﹤0.01%	477

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Logan Capital Management's FUTY Position: Q4 2025 in Review

Logan Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 22 shares — an estimated $1.26K sold.

Logan Capital Management first reported a position in FUTY in Q4 2023 and held it in 8 quarters. The position peaked at $1.26K in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

Logan Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 22 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $1.26K.
Logan Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 8 quarters.
Logan Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $1.26K in Q3 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.