Sowa Financial Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sowa Financial Group’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	-11,812	Closed	-$612K	–	32
2024 Q3	$612K	Hold	11,812	–	–	0.39%	27
2024 Q2	$519K	Buy	+11,812	New	+$523K	0.39%	28
2022 Q2	–	Sell	-9,785	Closed	-$469K	–	45
2022 Q1	$469K	Hold	9,785	–	–	0.28%	42
2021 Q4	$453K	Hold	9,785	–	–	0.27%	43
2021 Q3	$403K	Hold	9,785	–	–	0.26%	43
2021 Q2	$401K	Hold	9,785	–	–	0.3%	44
2021 Q1	$406K	Hold	9,785	–	–	0.29%	43
2020 Q4	$397K	Hold	9,785	–	–	0.27%	43
2020 Q3	$371K	Hold	9,785	–	–	0.27%	43
2020 Q2	$357K	Hold	9,785	–	–	0.27%	41
2020 Q1	$351K	Hold	9,785	–	–	0.31%	39
2019 Q4	$414K	Buy	+9,785	New	+$407K	0.34%	41

Other funds holding FUTY

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Sowa Financial Group's FUTY Position: Q4 2024 in Review

Sowa Financial Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 11,812 shares — an estimated $612K sold.

Sowa Financial Group first reported a position in FUTY in Q4 2019 and held it in 12 quarters. The position peaked at $612K in Q3 2024. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

Sowa Financial Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
Sowa Financial Group sold 11,812 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $612K.
Sowa Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 12 quarters.
Sowa Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $612K in Q3 2024.
213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Sowa Financial Group's 13F filing for Q4 2024, filed 16 Jan 2025.