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

Per Stirling 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
2024 Q4	–	Sell	-11,869	Closed	-$615K	–	261
2024 Q3	$615K	Buy	+11,869	New	+$568K	0.09%	155

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Per Stirling Capital Management's FUTY Position: Q4 2024 in Review

Per Stirling Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 11,869 shares — an estimated $615K sold.

Per Stirling Capital Management first reported a position in FUTY in Q3 2024 and held it in 1 quarter. The position peaked at $615K in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

Per Stirling Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
Per Stirling Capital Management sold 11,869 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $615K.
Per Stirling Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 1 quarter.
Per Stirling Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $615K in Q3 2024.
213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Per Stirling Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.