Orion Portfolio Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Orion Portfolio Solutions’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	$1.7M	Sell	33,276 -174	-0.5%	-$8.77K	0.02%	798
2024 Q4	$1.63M	Sell	33,450 -374	-1%	-$19.1K	0.02%	798
2024 Q3	$1.75M	Sell	33,824 -1,321	-4%	-$63.2K	0.02%	760
2024 Q2	$1.54M	Buy	+35,145	New	+$1.56M	0.02%	773
2022 Q4	–	Sell	-8,280	Closed	-$350K	–	810
2022 Q3	$350K	Sell	8,280 -839	-9%	-$39.6K	0.01%	523
2022 Q2	$412K	Buy	+9,119	New	+$425K	0.02%	452
2020 Q3	–	Sell	-16	Closed	-$1K	–	1020
2020 Q2	$1K	Sell	16 -222	-93%	-$8.27K	﹤0.01%	1975
2020 Q1	$9K	Buy	+238	New	+$9.9K	﹤0.01%	1105

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

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

KAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Orion Portfolio Solutions's FUTY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.52% in Q1 2025, selling an estimated $8.77K and leaving 33,276 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #798.

Orion Portfolio Solutions first reported a position in FUTY in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.75M in Q3 2024. 211 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Orion Portfolio Solutions held 33,276 shares of Fidelity MSCI Utilities Index ETF worth $1.7M as of Q1 2025.
Orion Portfolio Solutions sold 174 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $8.77K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #798 holding.
Orion Portfolio Solutions first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 8 quarters since.
Orion Portfolio Solutions's Fidelity MSCI Utilities Index ETF position peaked at $1.75M in Q3 2024.
211 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.