Proquility Private Wealth Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Proquility Private Wealth Partners’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	$2.48M	Buy	48,717 +12,623	+35%	+$636K	0.76%	45
2024 Q4	$1.76M	Sell	36,094 -1,395	-4%	-$71.2K	0.57%	52
2024 Q3	$1.94M	Buy	37,489 +7,257	+24%	+$347K	0.62%	47
2024 Q2	$1.33M	Buy	30,232 +591	+2%	+$26.2K	0.45%	58
2024 Q1	$1.26M	Buy	29,641 +18,239	+160%	+$734K	0.43%	67
2023 Q4	$466K	Sell	11,402 -23,034	-67%	-$904K	0.18%	80
2023 Q3	$1.31M	Sell	34,436 -551	-2%	-$22.9K	0.54%	56
2023 Q2	$1.48M	Buy	34,987 +639	+2%	+$27.8K	0.58%	56
2023 Q1	$1.51M	Buy	34,348 +20,559	+149%	+$904K	0.6%	55
2022 Q4	$629K	Sell	13,789 -4,014	-23%	-$177K	0.26%	76
2022 Q3	$752K	Buy	+17,803	New	+$840K	0.35%	68
2021 Q2	–	Sell	-10,182	Closed	-$422K	–	88
2021 Q1	$422K	Buy	+10,182	New	+$410K	0.17%	79

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 $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

Proquility Private Wealth Partners's FUTY Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 35% in Q1 2025, buying an estimated $636K and bringing the position to 48,717 shares worth $2.48M. The position accounts for 0.76% of the portfolio, ranked #45.

Proquility Private Wealth Partners first reported a position in FUTY in Q1 2021 and has held it in 12 quarters since. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Proquility Private Wealth Partners held 48,717 shares of Fidelity MSCI Utilities Index ETF worth $2.48M as of Q1 2025.
Proquility Private Wealth Partners bought 12,623 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $636K.
Fidelity MSCI Utilities Index ETF made up 0.76% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #45 holding.
Proquility Private Wealth Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and has held it in 12 quarters since.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.