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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Top investors of Fidelity msci utils index stock
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 | 8.8M | $430M | 90% | Dec 2024 |
|
| AE Wealth Management | 760k | $37M | 20% | Dec 2024 |
|
| Lido Advisors | 549k | $27M | 4% | Dec 2024 |
|
| Demars Financial Group | 544k | $11M | 4647% | Dec 2024 |
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| LPL Financial | 470k | $23M | 57% | Dec 2024 |
|
| Kestra Advisory Services | 331k | $16M | 12% | Dec 2024 |
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| Commonwealth Equity Services | 327k | $16M | -3% | Dec 2024 |
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| Aptus Capital Advisors | 271k | $13M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 271k | $13M | 3% | Dec 2024 |
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| Morgan Stanley | 225k | $11M | -4% | Dec 2024 |
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| HighTower Advisors | 218k | $11M | 4% | Dec 2024 |
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| Advisor Group Holdings | 197k | $10M | -30% | Dec 2024 |
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| Two Sigma Investments | 189k | $9.2M | 100% | Dec 2024 |
|
| IFG Advisory | 144k | $7.0M | 4% | Dec 2024 |
|
| UBS Group | 133k | $6.5M | 106% | Dec 2024 |
|
| Envestnet Asset Management | 110k | $5.3M | -48% | Dec 2024 |
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| Apollon Wealth Management | 104k | $5.1M | 100% | Dec 2024 |
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| Estate Counselors | 97k | $4.7M | -5% | Dec 2024 |
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| Brookstone Capital Management | 97k | $4.7M | -41% | Dec 2024 |
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| Traphagen Investment Advisors | 90k | $4.4M | -32% | Dec 2024 |
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| ValMark Advisers | 88k | $4.3M | 2% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 83k | $4.0M | -46% | Dec 2024 |
|
| Advisory Services Network | 82k | $4.0M | -22% | Dec 2024 |
|
| Sweeney & Michel | 81k | $3.8M | 6% | Mar 2025 |
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| Agf Management | 80k | $3.9M | 18% | Dec 2024 |
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| Richard C. Young & Co | 78k | $3.8M | 0% | Dec 2024 |
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| Conrad Siegel Investment Advisors | 76k | $3.9M | -3% | Mar 2025 |
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| Susquehanna International | 71k | $3.5M | 100% | Dec 2024 |
|
| Kingswood Wealth Advisors | 65k | $3.2M | -41% | Dec 2024 |
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| Modern Wealth Management | 65k | $3.3M | 100% | Dec 2024 |
|
| Citadel Advisors | 64k | $3.1M | 24% | Dec 2024 |
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| Raymond James Financial | 61k | $3.0M | 100% | Dec 2024 |
|
| Beaumont Financial Advisors | 61k | $3.0M | 15% | Dec 2024 |
|
| Goss Wealth Management | 54k | $2.6M | 44% | Dec 2024 |
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| D. E. Shaw & Co | 53k | $2.6M | 100% | Dec 2024 |
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| GSB Wealth Management | 52k | $2.5M | 1% | Dec 2024 |
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| Ameriprise Financial | 51k | $2.5M | 2% | Dec 2024 |
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| Primoris Wealth Advisors | 49k | $2.4M | -13% | Dec 2024 |
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| Centric Wealth Management | 46k | $2.2M | 100% | Dec 2024 |
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| Dynamic Advisors Solutions | 45k | $2.2M | -1% | Dec 2024 |
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| Maltin Wealth Management | 45k | $2.3M | 7% | Mar 2025 |
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| H D Vest Advisory Services | 43k | $2.1M | -2% | Dec 2024 |
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| Southern Capital Advisors | 43k | $2.1M | 100% | Dec 2024 |
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| Wells Fargo & Company | 42k | $2.0M | -9% | Dec 2024 |
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| Atlas Capital Advisors | 41k | $2.0M | -11% | Dec 2024 |
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| Yoder Wealth Management | 38k | $1.9M | 7% | Dec 2024 |
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| Proquility Private Wealth Partners | 36k | $1.8M | -4% | Dec 2024 |
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| Cetera Investment Advisers | 35k | $1.7M | -22% | Dec 2024 |
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| Archer Investment Management | 35k | $1.8M | -5% | Mar 2025 |
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| Kovitz Investment Group Partners | 34k | $1.7M | 2% | Dec 2024 |
|
| Mml Investors Services | 34k | $1.7M | 8% | Dec 2024 |
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| Orion Portfolio Solutions | 34k | $1.6M | -1% | Dec 2024 |
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| Full Sail Capital | 32k | $1.6M | -3% | Dec 2024 |
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| Goldman Sachs Group | 32k | $1.5M | 100% | Dec 2024 |
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| Jane Street | 31k | $1.5M | 198% | Dec 2024 |
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| Lifeworks Advisors | 31k | $1.5M | 312% | Dec 2024 |
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| FMR | 30k | $1.5M | 5% | Dec 2024 |
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| GeoWealth Management | 29k | $1.4M | 3% | Dec 2024 |
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| Sigma Planning | 27k | $1.3M | 13% | Dec 2024 |
|
| Capital Investment Advisory Services | 26k | $1.2M | 0% | Dec 2024 |
|
| Stifel Financial | 25k | $1.2M | 24% | Dec 2024 |
|
| Smith Shellnut Wilson | 24k | $1.2M | -47% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 24k | $1.2M | 11% | Dec 2024 |
|
| Investment Management Corp | 24k | $1.1M | 100% | Dec 2024 |
|
| Private Advisor | 23k | $1.1M | -40% | Dec 2024 |
|
| Nwam | 21k | $1.0M | 5% | Dec 2024 |
|
| Ameritas Advisory Services | 20k | $986k | 26% | Dec 2024 |
|
| J.w. Cole Advisors | 20k | $971k | -1% | Dec 2024 |
|
| Elite Financial | 19k | $928k | 100% | Dec 2024 |
|
| Royal Bank of Canada | 19k | $983k | 63% | Dec 2024 |
|
| Rockefeller Capital Management | 19k | $920k | 20% | Dec 2024 |
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| Beck Bode | 18k | $893k | -32% | Dec 2024 |
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| Atria Wealth Solutions | 18k | $874k | -3% | Dec 2024 |
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| BEAM Asset Management | 18k | $856k | -5% | Dec 2024 |
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| Gts Securities | 17k | $835k | 100% | Dec 2024 |
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| Harbour Investments | 17k | $829k | 7% | Dec 2024 |
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| Mercer Global Advisors | 16k | $797k | -11% | Dec 2024 |
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| Financial Management Network | 16k | $792k | -21% | Dec 2024 |
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| Prairie Wealth Advisors | 16k | $763k | 9% | Dec 2024 |
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| Snowden Capital Advisors | 15k | $718k | -2% | Dec 2024 |
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| RFG Advisory | 14k | $718k | 127% | Mar 2025 |
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| Elevated Capital Advisors | 14k | $688k | 52% | Dec 2024 |
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| Axecap Investments | 14k | $699k | 100% | Mar 2025 |
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| Eqis Capital Management | 14k | $659k | 100% | Dec 2024 |
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| Smith, Salley & Associates | 14k | $657k | -4% | Dec 2024 |
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| Sunbelt Securities | 13k | $650k | -23% | Dec 2024 |
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| LYNCH & Associates | 13k | $633k | -1% | Dec 2024 |
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| Tower Research Capital | 13k | $633k | 184% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 13k | $616k | 4% | Dec 2024 |
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| P.J. Schmidt Investment Management | 13k | $616k | -1% | Dec 2024 |
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| Galvin, Gaustad & Stein | 12k | $606k | -5% | Dec 2024 |
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| PFG Advisors | 12k | $606k | 13% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 12k | $589k | 1% | Dec 2024 |
|
| Tounjian Advisory Partners | 12k | $609k | 100% | Mar 2025 |
|
| Heck Capital Advisors | 12k | $580k | 100% | Dec 2024 |
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| Change Path | 12k | $565k | 100% | Dec 2024 |
|
| Gibson Wealth Advisors | 11k | $537k | 0% | Dec 2024 |
|
| Trail Ridge Investment Advisors | 11k | $513k | 2% | Dec 2024 |
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| American National Bank | 10k | $513k | 40% | Mar 2025 |
|
| Exchange Capital Management | 9.7k | $473k | -1% | Dec 2024 |
|
| Mascoma Wealth Management | 9.6k | $468k | 1% | Dec 2024 |
|
| Callan Capital | 9.0k | $438k | 0% | Dec 2024 |
|
| Stableford Capital Ii | 9.0k | $437k | -3% | Dec 2024 |
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| VCI Wealth Management | 8.5k | $417k | 12% | Dec 2024 |
|
| Mariner Wealth Advisors | 8.4k | $408k | 0% | Dec 2024 |
|
| FLC Capital Advisors | 8.1k | $396k | 0% | Dec 2024 |
|
| Pnc Financial Services | 8.1k | $393k | 5% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 7.8k | $399k | -30% | Mar 2025 |
|
| Creative Financial Designs | 7.8k | $379k | 0% | Dec 2024 |
|
| Accel Wealth Management | 7.5k | $384k | -1% | Mar 2025 |
|
| Global Financial Private Client | 7.5k | $382k | -2% | Mar 2025 |
|
| Ballew Advisors | 7.2k | $353k | 20% | Mar 2025 |
|
| Ellis Investment Partners | 7.0k | $343k | -3% | Dec 2024 |
|
| Wagner Bowman Management | 6.8k | $331k | -1% | Dec 2024 |
|
| Kingsview Wealth Management | 6.8k | $331k | 7% | Dec 2024 |
|
| Centennial Wealth Advisory | 6.5k | $319k | 4% | Dec 2024 |
|
| William Blair $ Company | 6.5k | $316k | -1% | Dec 2024 |
|
| PFG Financial Advisors | 6.4k | $310k | 100% | Dec 2024 |
|
| Everstar Asset Management | 6.1k | $298k | -16% | Dec 2024 |
|
| Fortis Advisors | 6.0k | $295k | 0% | Dec 2024 |
|
| Janney Montgomery Scott | 5.9k | $286k | -70% | Dec 2024 |
|
| Steward Partners Investment Advisory | 5.8k | $281k | -8% | Dec 2024 |
|
| MidWestOne Financial Group | 5.5k | $268k | 0% | Dec 2024 |
|
| Renaissance Technologies | 5.4k | $263k | 100% | Dec 2024 |
|
| Arkadios Wealth Advisors | 5.3k | $258k | -16% | Dec 2024 |
|
| Essex Financial Services | 5.3k | $257k | -6% | Dec 2024 |
|
| Sovran Advisors | 5.0k | $246k | 100% | Dec 2024 |
|
| BKM Wealth Management | 5.0k | $242k | 0% | Dec 2024 |
|
| Pathway Financial Advisers | 4.9k | $239k | -1% | Dec 2024 |
|
| Sanctuary Advisors | 4.9k | $247k | -2% | Dec 2024 |
|
| Summit Financial | 4.9k | $239k | 1% | Dec 2024 |
|
| Q3 Asset Management | 4.5k | $217k | 100% | Dec 2024 |
|
| D.B. Root & Company | 4.4k | $214k | 0% | Dec 2024 |
|
| Mesirow Financial Investment Management International Equity | 4.2k | $206k | 100% | Dec 2024 |
|
| CoreCap Advisors | 4.2k | $203k | 73% | Dec 2024 |
|
| Geneos Wealth Management | 4.2k | $203k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 4.1k | $198k | 1141% | Dec 2024 |
|
| Citigroup | 3.7k | $183k | 235% | Dec 2024 |
|
| CX Institutional | 3.7k | $188k | 100% | Mar 2025 |
|
| Rogco | 3.5k | $171k | 0% | Dec 2024 |
|
| Brian McDonald | 3.3k | $162k | -5% | Dec 2024 |
|
| Global Retirement Partners | 2.8k | $135k | 13% | Dec 2024 |
|
| Huntington National Bank | 2.1k | $103k | 4% | Dec 2024 |
|
| Principal Securities | 1.7k | $83k | 7% | Dec 2024 |
|
| Glen Eagle Advisors | 1.5k | $74k | -5% | Dec 2024 |
|
| Bryn Mawr Trust | 1.5k | $71k | 168% | Dec 2024 |
|
| Roxbury Financial | 1.4k | $71k | 0% | Mar 2025 |
|
| GHP Investment Advisors | 1.3k | $63k | 0% | Dec 2024 |
|
| Tradewinds Capital Management | 1.2k | $61k | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.2k | $58k | -62% | Dec 2024 |
|
| EPG Wealth Management | 920.00 | $45k | -35% | Dec 2024 |
|
| CWM | 790.00 | $39k | -36% | Dec 2024 |
|
| Hanson McClain Advisors | 55.00 | $2.8k | -97% | Dec 2024 |
|
| Bank Of Montreal | 5.00 | $244.000000 | -100% | Dec 2024 |
|
Who sold out of Fidelity msci utils index?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Grant/GrossMendelsohn | Sep 2024 | 71k | $3.7M |
| Adviser Investments | Sep 2024 | 68k | $3.5M |
| Win Advisors | Sep 2024 | 57k | $2.9M |
| Cedar Wealth Management | Sep 2024 | 40k | $2.0M |
| Banco BTG Pactual | Sep 2024 | 31k | $1.6M |
| D.A. Davidson & Co. | Sep 2024 | 23k | $1.2M |
| B.O.S.S. Retirement Advisors | Sep 2024 | 16k | $815k |
| Per Stirling Capital Management | Sep 2024 | 12k | $615k |
| Axxcess Wealth Management | Sep 2024 | 6.5k | $336k |
| Founders Financial Securities | Sep 2024 | 5.6k | $289k |
| HBW Advisory Services | Dec 2024 | 5.1k | $248k |
| Prudential Financial | Sep 2024 | 4.8k | $247k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sep 2024 | 4.7k | $244k |
| Penobscot Wealth Management | Sep 2024 | 4.2k | $220k |
| Aurora Private Wealth | Sep 2024 | 4.0k | $207k |
| Kestra Private Wealth Services | Sep 2024 | 4.0k | $207k |