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Secure Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Secure Asset Management’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
-8,634
Closed -$447K – 331
2024
Q3 		$447K Sell
8,634
-1,640
-16% -$78.4K 0.08% 196
2024
Q2 		$452K Buy
+10,274
New +$455K 0.09% 173
2023
Q1 		– Sell
-6,109
Closed -$278K – 195
2022
Q4 		$278K Buy
+6,109
New +$269K 0.1% 152

Other funds holding FUTY

Bank of America
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Secure Asset Management's FUTY Position: Q4 2024 in Review

Secure Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 8,634 shares — an estimated $447K sold.

Secure Asset Management first reported a position in FUTY in Q4 2022 and held it in 3 quarters. The position peaked at $452K in Q2 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Secure Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Secure Asset Management sold 8,634 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $447K.
  • Secure Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 3 quarters.
  • Secure Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $452K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.