Planning Project LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Planning Project LLC’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	$36.2K	Buy	+655	New	+$37.5K	0.01%	75

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

Planning Project LLC's FUTY Position: Q4 2025 in Review

Planning Project LLC opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025: 655 shares worth $36.2K. The stake represents 0.01% of the portfolio and ranks #75 among its holdings.

258 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

Planning Project LLC held 655 shares of Fidelity MSCI Utilities Index ETF worth $36.2K as of Q4 2025.
Fidelity MSCI Utilities Index ETF was a new Planning Project LLC position in Q4 2025.
Fidelity MSCI Utilities Index ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #75 holding.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.