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

Waverly 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
Q4 		– Sell
-57,656
Closed -$3.26M – 1496
2025
Q3 		$3.26M Sell
57,656
-4,244
-7% -$232K 0.03% 399
2025
Q2 		$3.26M Buy
61,900
+1,178
+2% +$60.6K 0.04% 390
2025
Q1 		$3.09M Buy
+60,722
New +$3.06M 0.04% 385

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Waverly Advisors's FUTY Position: Q4 2025 in Review

Waverly Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2025, closing a stake of 57,656 shares — an estimated $3.26M sold.

Waverly Advisors first reported a position in FUTY in Q1 2025 and held it in 3 quarters. The position peaked at $3.26M in Q2 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q4 2025.

  • Waverly Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 57,656 Fidelity MSCI Utilities Index ETF shares in Q4 2025, an estimated $3.26M.
  • Waverly Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and held it in 3 quarters.
  • Waverly Advisors's Fidelity MSCI Utilities Index ETF position peaked at $3.26M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.