Southern Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Southern Capital Advisors’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	-50,344	Closed	-$2.65M	–	83
2025 Q2	$2.65M	Buy	50,344 +485	+1%	+$24.9K	1.35%	19
2025 Q1	$2.54M	Buy	49,859 +7,189	+17%	+$362K	1.41%	20
2024 Q4	$2.08M	Buy	+42,670	New	+$2.18M	1.15%	22
2023 Q3	–	Sell	-36,418	Closed	-$1.54M	–	63
2023 Q2	$1.54M	Buy	+36,418	New	+$1.58M	1.18%	21

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Southern Capital Advisors's FUTY Position: Q3 2025 in Review

Southern Capital Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 50,344 shares — an estimated $2.65M sold.

Southern Capital Advisors first reported a position in FUTY in Q2 2023 and held it in 4 quarters. The position peaked at $2.65M in Q2 2025. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

Southern Capital Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
Southern Capital Advisors sold 50,344 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $2.65M.
Southern Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and held it in 4 quarters.
Southern Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2.65M in Q2 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Southern Capital Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.