Who owns Fidelity msci utils index?
- Ticker: FUTY
- CUSIP Number: 316092865
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Analyze quarterly positions in Fidelity msci utils index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fidelity msci utils index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 9.5M | $389M | -45% | Dec 2023 |
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AE Wealth Management | 449k | $18M | 70% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 429k | $18M | 185% | Dec 2023 |
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Lido Advisors | 399k | $16M | 0% | Dec 2023 |
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Commonwealth Equity Services | 270k | $11M | -16% | Dec 2023 |
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Advisor Group Holdings | 226k | $9.2M | -23% | Dec 2023 |
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Cambridge Investment Research Advisors | 215k | $9.1M | -14% | Mar 2024 |
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Brookstone Capital Management | 147k | $6.2M | 6% | Mar 2024 |
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IFG Advisory | 127k | $5.2M | 6% | Dec 2023 |
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Goldman Sachs Group | 123k | $5.0M | 379% | Dec 2023 |
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Estate Counselors | 102k | $4.1M | 148% | Dec 2023 |
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Advisory Services Network | 94k | $3.8M | -20% | Dec 2023 |
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Richard C. Young & Co | 83k | $3.4M | 100% | Dec 2023 |
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HighTower Advisors | 80k | $3.3M | 150% | Dec 2023 |
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Dynamic Advisors Solutions | 77k | $3.3M | 18% | Mar 2024 |
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Conrad Siegel Investment Advisors | 75k | $3.2M | 1% | Mar 2024 |
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ValMark Advisers | 73k | $3.0M | 4% | Dec 2023 |
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Monumental Financial Group | 68k | $2.9M | 5% | Mar 2024 |
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Neuberger Berman Group | 67k | $2.7M | 100% | Dec 2023 |
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Beck Bode | 59k | $2.4M | -4% | Dec 2023 |
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Beaumont Financial Advisors | 58k | $2.4M | 133% | Dec 2023 |
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Wells Fargo & Company | 48k | $2.0M | 131% | Dec 2023 |
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Steward Partners Investment Advisory | 40k | $1.6M | 4% | Dec 2023 |
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Kestra Advisory Services | 39k | $1.6M | -22% | Dec 2023 |
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Raymond James & Associates | 38k | $1.6M | 16% | Mar 2024 |
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Maltin Wealth Management | 37k | $1.6M | 8% | Mar 2024 |
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Private Advisor | 35k | $1.4M | 110% | Dec 2023 |
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Yoder Wealth Management | 33k | $1.4M | 13% | Mar 2024 |
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Nwam | 30k | $1.2M | -21% | Dec 2023 |
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Citadel Advisors | 29k | $1.2M | -33% | Dec 2023 |
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H D Vest Advisory Services | 27k | $1.1M | 100% | Dec 2023 |
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Financial Management Network | 27k | $1.1M | -12% | Mar 2024 |
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Galvin, Gaustad & Stein | 26k | $1.1M | -20% | Mar 2024 |
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UBS Group | 25k | $1.0M | 4% | Dec 2023 |
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Lincoln National | 25k | $1.0M | 16% | Dec 2023 |
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Stifel Financial | 24k | $998k | 30% | Dec 2023 |
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Atria Wealth Solutions | 24k | $993k | -5% | Dec 2023 |
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Capital Investment Advisory Services | 23k | $929k | -5% | Dec 2023 |
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Mercer Global Advisors | 21k | $862k | -24% | Dec 2023 |
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J.w. Cole Advisors | 21k | $855k | -13% | Dec 2023 |
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Mascoma Wealth Management | 20k | $820k | -26% | Dec 2023 |
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Atlas Capital Advisors | 20k | $851k | 7% | Mar 2024 |
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Rockefeller Capital Management | 20k | $803k | -18% | Dec 2023 |
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GSA Capital Partners | 19k | $778k | 100% | Dec 2023 |
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Agf Management | 18k | $740k | 42% | Dec 2023 |
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BEAM Asset Management | 16k | $660k | -13% | Dec 2023 |
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Royal Bank of Canada | 16k | $647k | 16% | Dec 2023 |
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Sunbelt Securities | 15k | $646k | -31% | Mar 2024 |
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Jane Street | 15k | $613k | -85% | Dec 2023 |
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Sigma Planning | 14k | $586k | -62% | Dec 2023 |
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Raymond James Financial Services Advisors | 14k | $607k | 6% | Mar 2024 |
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CX Institutional | 14k | $591k | -32% | Mar 2024 |
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Demars Financial Group | 14k | $563k | -81% | Dec 2023 |
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Harbour Investments | 14k | $560k | 3% | Dec 2023 |
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Smith, Salley & Associates | 14k | $560k | -4% | Dec 2023 |
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Atlas Financial Advisors | 13k | $536k | -49% | Dec 2023 |
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Jpmorgan Chase & Co | 13k | $532k | -17% | Dec 2023 |
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P.J. Schmidt Investment Management | 12k | $480k | -12% | Dec 2023 |
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Cedar Brook Financial Partners | 12k | $501k | 1% | Mar 2024 |
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Snowden Capital Advisors | 12k | $472k | -24% | Dec 2023 |
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Proquility Private Wealth Partners | 11k | $466k | -67% | Dec 2023 |
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Glass Jacobson Investment Advisors | 11k | $461k | 10% | Dec 2023 |
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LYNCH & Associates | 11k | $462k | 10% | Mar 2024 |
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MidWestOne Financial Group | 11k | $429k | 100% | Dec 2023 |
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Exchange Capital Management | 10k | $432k | -7% | Mar 2024 |
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Wealth Enhancement Advisory Services | 9.4k | $399k | 1% | Mar 2024 |
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Mariner Wealth Advisors | 9.3k | $381k | 100% | Dec 2023 |
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Stableford Capital Ii | 9.3k | $394k | -5% | Mar 2024 |
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Eudaimonia Advisors | 9.0k | $367k | -10% | Dec 2023 |
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Callan Capital | 9.0k | $367k | 100% | Dec 2023 |
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B.O.S.S. Retirement Advisors | 8.4k | $345k | 100% | Dec 2023 |
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Creative Financial Designs | 8.4k | $342k | -22% | Dec 2023 |
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Trail Ridge Investment Advisors | 8.3k | $337k | 14% | Dec 2023 |
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Ameritas Advisory Services | 8.0k | $320k | 39% | Dec 2023 |
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William Blair $ Company | 7.9k | $324k | -13% | Dec 2023 |
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Ballentine Partners | 7.6k | $322k | 100% | Mar 2024 |
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Accel Wealth Management | 7.6k | $322k | -12% | Mar 2024 |
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Pensionmark Financial Group | 7.0k | $284k | -2% | Dec 2023 |
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Ellis Investment Partners | 6.7k | $286k | 5% | Mar 2024 |
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Pnc Financial Services | 6.7k | $275k | 1% | Dec 2023 |
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Wagner Bowman Management | 6.7k | $285k | -2% | Mar 2024 |
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Kingsview Wealth Management | 6.7k | $275k | -21% | Dec 2023 |
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Eudaimonia Partners | 6.5k | $264k | -15% | Dec 2023 |
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Smith Shellnut Wilson | 6.4k | $262k | -4% | Dec 2023 |
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Ballew Advisors | 6.3k | $263k | -32% | Mar 2024 |
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Aurora Private Wealth | 6.2k | $263k | 1% | Mar 2024 |
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Penobscot Wealth Management | 6.1k | $251k | 100% | Dec 2023 |
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VCI Wealth Management | 6.1k | $248k | 100% | Dec 2023 |
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Centennial Wealth Advisory | 5.9k | $252k | 100% | Mar 2024 |
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Lifeworks Advisors | 5.7k | $232k | -76% | Dec 2023 |
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Mutual Advisors | 5.4k | $222k | 100% | Dec 2023 |
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PFG Advisors | 5.4k | $220k | -4% | Dec 2023 |
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Arkadios Wealth Advisors | 5.3k | $216k | -1% | Dec 2023 |
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Prospera Financial Services | 5.1k | $210k | 100% | Dec 2023 |
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Sym Financial Corporation | 5.1k | $208k | 24% | Dec 2023 |
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BKM Wealth Management | 5.0k | $210k | -6% | Mar 2024 |
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Proequities | 4.4k | $178M | -16% | Dec 2023 |
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Geneos Wealth Management | 4.2k | $170k | 0% | Dec 2023 |
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Creekmur Asset Management | 3.5k | $143k | 100% | Dec 2023 |
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Global Retirement Partners | 2.8k | $119k | -4% | Mar 2024 |
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Hanson McClain Advisors | 2.1k | $84k | 3% | Dec 2023 |
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EPG Wealth Management | 1.8k | $69k | 1% | Dec 2023 |
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Principal Securities | 1.5k | $63k | 100% | Dec 2023 |
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IFP Advisors | 1.4k | $55k | -77% | Dec 2023 |
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GHP Investment Advisors | 1.3k | $53k | 0% | Dec 2023 |
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American National Bank | 1.3k | $54k | 61% | Mar 2024 |
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Whittier Trust | 785.00 | $32k | 0% | Dec 2023 |
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CWM | 690.00 | $29k | -1% | Mar 2024 |
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Hanson & Doremus Investment Management | 613.00 | $26k | 0% | Mar 2024 |
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Franklin Resources | 562.00 | $23k | 0% | Dec 2023 |
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Bartlett & Co. | 500.00 | $20k | 100% | Dec 2023 |
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Bartlett & Co. Wealth Management | 500.00 | $21k | 100% | Dec 2023 |
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Nbc Securities | 375.00 | $15k | 0% | Mar 2024 |
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Clarity Asset Management | 372.00 | $15k | 100% | Dec 2023 |
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Newbridge Financial Services Group | 317.00 | $13k | 0% | Dec 2023 |
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Avalon Trust | 285.00 | $12k | 0% | Dec 2023 |
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Larson Financial Group | 234.00 | $9.6k | 75% | Dec 2023 |
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AdvisorNet Financial | 230.00 | $9.7k | -24% | Mar 2024 |
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Citigroup | 229.00 | $9.4k | -57% | Dec 2023 |
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Ancora Advisors | 177.00 | $7.2k | 100% | Dec 2023 |
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Global Wealth Management Investment Advisory | 155.00 | $6.3k | -87% | Dec 2023 |
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Sawyer & Company | 145.00 | $6.2k | 100% | Mar 2024 |
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Raleigh Capital Management | 145.00 | $5.9k | 100% | Dec 2023 |
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JFS Wealth Advisors | 135.00 | $5.5k | 0% | Dec 2023 |
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Massmutual Trust | 130.00 | $5.5k | 100% | Mar 2024 |
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Parallel Advisors | 130.00 | $5.3k | 0% | Dec 2023 |
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Archer Investment Corp | 128.00 | $5.2k | 100% | Dec 2023 |
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Sound Income Strategies | 104.00 | $4.4k | 333% | Mar 2024 |
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Farmers & Merchants Investment | 104.00 | $4.4k | 0% | Mar 2024 |
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Pineridge Advisors | 99.00 | $4.0k | 100% | Dec 2023 |
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Benjamin F. Edwards & Company | 90.00 | $4.0k | 100% | Dec 2023 |
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Castleview Partners | 75.00 | $3.1k | 100% | Dec 2023 |
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Key FInancial | 73.00 | $3.0k | 0% | Dec 2023 |
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Signature | 70.00 | $2.9k | 0% | Dec 2023 |
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Activest Wealth Management | 37.00 | $1.5k | 0% | Dec 2023 |
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Spire Wealth Management | 32.00 | $1.3k | 10% | Mar 2024 |
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Concord Wealth Partners | 32.00 | $1.3k | -49% | Dec 2023 |
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Robbins Farley | 30.00 | $1.3k | 7% | Mar 2024 |
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Farmers & Merchants Trust Co of Chambersburg PA | 25.00 | $1.0k | 0% | Dec 2023 |
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Element Wealth | 22.00 | $885.000600 | 0% | Dec 2023 |
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Pacifica Partners | 18.00 | $745.000200 | 100% | Mar 2024 |
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Parkside Financial Bank & Trust | 12.00 | $491.000400 | 0% | Dec 2023 |
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Gradient Investments | 10.00 | $428.000000 | -55% | Mar 2024 |
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Rockbridge Investment Management, LCC | 9.00 | $368.000100 | 100% | Dec 2023 |
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O'shaughnessy Asset Management | 8.00 | $327.000000 | -100% | Dec 2023 |
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Armor Investment Advisors | 2.00 | $82.000000 | 0% | Dec 2023 |
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Financial Management Professionals | 1.00 | $0 | 0% | Mar 2024 |
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Who sold out of Fidelity msci utils index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Huntington Asset Advisors | Dec 2023 | 534k | $22M |
Two Sigma Investments | Sep 2023 | 57k | $2.2M |
Benchmark Financial Wealth Advisors | Dec 2023 | 43k | $1.8M |
Soltis Investment Advisors | Sep 2023 | 18k | $699k |
Adviser Investments | Sep 2023 | 11k | $427k |
Robertson Stephens Wealth Management | Sep 2023 | 10k | $385k |
Pine Valley Investments Ltd Liability | Sep 2023 | 6.3k | $239k |
Capital Analysts | Sep 2023 | 219.00 | $8.0k |
Carmel Capital Partners | Sep 2023 | 104.00 | $3.9k |
Tennessee Valley Asset Management Partners | Dec 2023 | 27.00 | $1.1k |
Plante Moran Financial Advisors | Sep 2023 | 19.00 | $719.999300 |
Cary Street Partner Investment Advisory | Sep 2023 | 11.00 | $417.000100 |