RFG Advisory
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RFG Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

RFG Advisory’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
Q3 		– Sell
-19,319
Closed -$1.02M – 977
2025
Q2 		$1.02M Buy
19,319
+5,218
+37% +$268K 0.02% 440
2025
Q1 		$718K Buy
14,101
+7,886
+127% +$397K 0.02% 478
2024
Q4 		$303K Buy
+6,215
New +$317K 0.01% 647

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Kestra Advisory Services
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory's FUTY Position: Q3 2025 in Review

RFG Advisory sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 19,319 shares — an estimated $1.02M sold.

RFG Advisory first reported a position in FUTY in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q2 2025. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • RFG Advisory reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
  • RFG Advisory sold 19,319 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $1.02M.
  • RFG Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 3 quarters.
  • RFG Advisory's Fidelity MSCI Utilities Index ETF position peaked at $1.02M in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.