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Smith Shellnut Wilson’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Smith Shellnut Wilson’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 		$340K Sell
6,022
-18,188
-75% -$993K 0.13% 101
2025
Q2 		$1.27M Buy
24,210
+670
+3% +$34.5K 0.55% 37
2025
Q1 		$1.2M Sell
23,540
-475
-2% -$23.9K 0.55% 43
2024
Q4 		$1.17M Sell
24,015
-21,158
-47% -$1.08M 0.52% 44
2024
Q3 		$2.34M Sell
45,173
-405
-0.9% -$19.4K 1.06% 22
2024
Q2 		$2M Buy
45,578
+39,655
+670% +$1.76M 0.97% 25
2024
Q1 		$251K Sell
5,923
-493
-8% -$19.8K 0.13% 112
2023
Q4 		$262K Sell
6,416
-246
-4% -$9.66K 0.15% 108
2023
Q3 		$253K Sell
6,662
-93,517
-93% -$3.88M 0.15% 112
2023
Q2 		$4.24M Sell
100,179
-416
-0.4% -$18.1K 2.39% 10
2023
Q1 		$4.41M Sell
100,595
-30,029
-23% -$1.32M 2.68% 9
2022
Q4 		$5.95M Sell
130,624
-15,805
-11% -$695K 3.68% 5
2022
Q3 		$6.18M Sell
146,429
-378
-0.3% -$17.8K 4.11% 5
2022
Q2 		$6.63M Sell
146,807
-29,998
-17% -$1.4M 4.1% 5
2022
Q1 		$8.47M Buy
176,805
+83,629
+90% +$3.74M 4.43% 5
2021
Q4 		$4.32M Buy
93,176
+20,802
+29% +$908K 2.14% 10
2021
Q3 		$2.98M Sell
72,374
-348
-0.5% -$15K 1.72% 16
2021
Q2 		$2.98M Sell
72,722
-2,701
-4% -$114K 1.74% 16
2021
Q1 		$3.13M Sell
75,423
-10,850
-13% -$437K 1.91% 14
2020
Q4 		$3.5M Sell
86,273
-84,507
-49% -$3.44M 2.09% 14
2020
Q3 		$6.48K Sell
170,780
-68,669
-29% -$2.62M 2.42% 10
2020
Q2 		$8.73M Buy
239,449
+6,582
+3% +$245K 6.26% 2
2020
Q1 		$8.37M Buy
232,867
+126,628
+119% +$5.27M 7.02% 2
2019
Q4 		$4.49M Sell
106,239
-1,867
-2% -$77.7K 3% 7
2019
Q3 		$4.59M Sell
108,106
-2,113
-2% -$85.7K 3.4% 6
2019
Q2 		$4.33M Buy
110,219
+344
+0.3% +$13.3K 3.25% 8
2019
Q1 		$4.21M Buy
109,875
+16,768
+18% +$615K 3.33% 7
2018
Q4 		$3.25M Buy
+93,107
New +$3.33M 3.48% 7

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Smith Shellnut Wilson's FUTY Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 75% in Q3 2025, selling an estimated $993K and leaving 6,022 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #101.

Smith Shellnut Wilson first reported a position in FUTY in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.73M in Q2 2020. 223 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

  • Smith Shellnut Wilson held 6,022 shares of Fidelity MSCI Utilities Index ETF worth $340K as of Q3 2025.
  • Smith Shellnut Wilson sold 18,188 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $993K.
  • Fidelity MSCI Utilities Index ETF made up 0.13% of Smith Shellnut Wilson's portfolio in Q3 2025, its #101 holding.
  • Smith Shellnut Wilson first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 28 quarters since.
  • Smith Shellnut Wilson's Fidelity MSCI Utilities Index ETF position peaked at $8.73M in Q2 2020.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.