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Principal Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Principal Securities’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 		– Sell
-2,740
Closed -$155K – 2171
2025
Q3 		$155K Buy
2,740
+16
+0.6% +$874 ﹤0.01% 1404
2025
Q2 		$143K Buy
2,724
+1,020
+60% +$52.5K ﹤0.01% 1377
2025
Q1 		$83.1K Hold
1,704
– – ﹤0.01% 1521
2024
Q4 		$83.1K Buy
1,704
+115
+7% +$5.87K ﹤0.01% 1516
2024
Q3 		$82.3K Buy
1,589
+90
+6% +$4.3K ﹤0.01% 1481
2024
Q2 		$65.9K Hold
1,499
– – ﹤0.01% 1485
2024
Q1 		$63.6K Sell
1,499
-38
-2% -$1.53K ﹤0.01% 1461
2023
Q4 		$62.8K Buy
+1,537
New +$60.3K ﹤0.01% 1386

Other funds holding FUTY

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Principal Securities's FUTY Position: Q4 2025 in Review

Principal Securities sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 2,740 shares — an estimated $155K sold.

Principal Securities first reported a position in FUTY in Q4 2023 and held it in 8 quarters. The position peaked at $155K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

  • Principal Securities reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,740 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $155K.
  • Principal Securities first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fidelity MSCI Utilities Index ETF position peaked at $155K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.