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Mesirow Financial Investment Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Mesirow Financial Investment 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
Q1 		– Sell
-4,214
Closed -$205K – 604
2024
Q4 		$205K Buy
+4,214
New +$215K ﹤0.01% 544

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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 $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mesirow Financial Investment Management's FUTY Position: Q1 2025 in Review

Mesirow Financial Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 4,214 shares — an estimated $205K sold.

Mesirow Financial Investment Management first reported a position in FUTY in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

  • Mesirow Financial Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 4,214 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $205K.
  • Mesirow Financial Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $205K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2025, filed 8 May 2025.