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

RWA 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
2024 Q4	–	Sell	-68,299	Closed	-$3.54M	–	572
2024 Q3	$3.54M	Sell	68,299 -3,141	-4%	-$150K	0.04%	195
2024 Q2	$3.14M	Buy	+71,440	New	+$3.16M	0.04%	189
2023 Q4	–	Sell	-11,253	Closed	-$427K	–	520
2023 Q3	$427K	Buy	+11,253	New	+$467K	0.01%	287
2022 Q2	–	Sell	-123,375	Closed	-$5.91M	–	247
2022 Q1	$5.91M	Buy	+123,375	New	+$5.52M	0.38%	69
2019 Q4	–	Sell	-173,780	Closed	-$7.38M	–	240
2019 Q3	$7.38M	Sell	173,780 -28,687	-14%	-$1.16M	0.78%	33
2019 Q2	$7.95M	Sell	202,467 -64,370	-24%	-$2.49M	0.85%	31
2019 Q1	$10.2M	Buy	+266,837	New	+$9.78M	1.17%	23

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWA Wealth Partners's FUTY Position: Q4 2024 in Review

RWA Wealth Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 68,299 shares — an estimated $3.54M sold.

RWA Wealth Partners first reported a position in FUTY in Q1 2019 and held it in 7 quarters. The position peaked at $10.2M in Q1 2019. 214 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

RWA Wealth Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
RWA Wealth Partners sold 68,299 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $3.54M.
RWA Wealth Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 7 quarters.
RWA Wealth Partners's Fidelity MSCI Utilities Index ETF position peaked at $10.2M in Q1 2019.
214 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.