Sowell Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-47,580	Closed	-$2.69M	–	1133
2025 Q3	$2.69M	Sell	47,580 -4,437	-9%	-$242K	0.1%	207
2025 Q2	$2.74M	Buy	52,017 +46,810	+899%	+$2.41M	0.11%	187
2025 Q1	$265K	Buy	+5,207	New	+$262K	0.01%	818
2023 Q2	–	Sell	-6,932	Closed	-$304K	–	651
2023 Q1	$304K	Sell	6,932 -41,932	-86%	-$1.84M	0.02%	551
2022 Q4	$2.23M	Buy	+48,864	New	+$2.15M	0.14%	171
2021 Q2	–	Sell	-7,737	Closed	-$330K	–	1336
2021 Q1	$330K	Sell	7,737 -74,976	-91%	-$3.02M	0.01%	801
2020 Q4	$3.36M	Buy	82,713 +74,602	+920%	+$3.03M	0.14%	133
2020 Q3	$308K	Buy	8,111 +502	+7%	+$19.2K	0.02%	607
2020 Q2	$278K	Buy	7,609 +2	+0%	+$75	0.02%	623
2020 Q1	$273K	Sell	7,607 -434	-5%	-$18.1K	0.02%	573
2019 Q4	$340K	Sell	8,041 -491	-6%	-$20.4K	0.03%	562
2019 Q3	$363K	Buy	+8,532	New	+$346K	0.03%	488
2019 Q1	$316K	Buy	8,242 +528	+7%	+$19.4K	0.04%	445
2018 Q4	$269K	Buy	+7,714	New	+$276K	0.04%	406
2017 Q1	–	Sell	-204	Closed	-$6K	–	371
2016 Q4	$6K	Buy	+204	New	+$6.32K	﹤0.01%	521

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

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

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

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

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

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

Sowell Financial Services's FUTY Position: Q4 2025 in Review

Sowell Financial Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 47,580 shares — an estimated $2.69M sold.

Sowell Financial Services first reported a position in FUTY in Q4 2016 and held it in 15 quarters. The position peaked at $3.36M in Q4 2020. 258 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

Sowell Financial Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 47,580 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $2.69M.
Sowell Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2016 and held it in 15 quarters.
Sowell Financial Services's Fidelity MSCI Utilities Index ETF position peaked at $3.36M in Q4 2020.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.