MidWestOne Financial Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

MidWestOne Financial Group’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	$304K	Hold	5,500	–	–	0.03%	254
2025 Q3	$311K	Hold	5,500	–	–	0.04%	247
2025 Q2	$289K	Hold	5,500	–	–	0.04%	251
2025 Q1	$280K	Hold	5,500	–	–	0.04%	239
2024 Q4	$268K	Hold	5,500	–	–	0.04%	253
2024 Q3	$285K	Hold	5,500	–	–	0.04%	252
2024 Q2	$242K	Hold	5,500	–	–	0.04%	267
2024 Q1	$233K	Sell	5,500 -5,000	-48%	-$201K	0.04%	272
2023 Q4	$429K	Buy	+10,500	New	+$412K	0.08%	209

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MidWestOne Financial Group's FUTY Position: Q4 2025 in Review

MidWestOne Financial Group held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q4 2025 at 5,500 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #254.

MidWestOne Financial Group first reported a position in FUTY in Q4 2023 and has held it in 9 quarters since. The position peaked at $429K in Q4 2023. 258 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

MidWestOne Financial Group held 5,500 shares of Fidelity MSCI Utilities Index ETF worth $304K as of Q4 2025.
MidWestOne Financial Group left its Fidelity MSCI Utilities Index ETF share count unchanged in Q4 2025.
Fidelity MSCI Utilities Index ETF made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #254 holding.
MidWestOne Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 9 quarters since.
MidWestOne Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $429K in Q4 2023.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.