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 | 4.6M | $241M | 7% | Sep 2024 |
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AE Wealth Management | 631k | $33M | 15% | Sep 2024 |
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Lido Advisors | 520k | $23M | 2% | Jun 2024 |
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Commonwealth Equity Services | 335k | $17M | 31% | Sep 2024 |
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LPL Financial | 300k | $16M | 17% | Sep 2024 |
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Kestra Advisory Services | 297k | $15M | 3% | Sep 2024 |
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Advisor Group Holdings | 283k | $15M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 262k | $14M | 16% | Sep 2024 |
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Morgan Stanley | 218k | $9.6M | 6% | Jun 2024 |
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Envestnet Asset Management | 210k | $11M | -8% | Sep 2024 |
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HighTower Advisors | 206k | $9.1M | 541% | Jun 2024 |
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Brookstone Capital Management | 165k | $8.5M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 153k | $7.9M | 2867% | Sep 2024 |
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IFG Advisory | 139k | $7.2M | 3% | Sep 2024 |
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Traphagen Investment Advisors | 133k | $6.9M | -35% | Sep 2024 |
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Q3 Asset Management | 116k | $5.1M | 100% | Jun 2024 |
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Kingswood Wealth Advisors | 111k | $5.8M | 100% | Sep 2024 |
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Advisory Services Network | 106k | $4.7M | 0% | Sep 2024 |
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Estate Counselors | 102k | $5.3M | 0% | Sep 2024 |
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Monumental Financial Group | 93k | $4.8M | 20% | Sep 2024 |
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ValMark Advisers | 86k | $4.5M | 11% | Sep 2024 |
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Richard C. Young & Co | 78k | $4.0M | -1% | Sep 2024 |
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Sweeney & Michel | 76k | $4.0M | 363% | Sep 2024 |
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Grant/GrossMendelsohn | 71k | $3.7M | 100% | Sep 2024 |
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Conrad Siegel Investment Advisors | 69k | $3.6M | 0% | Sep 2024 |
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Adviser Investments | 68k | $3.5M | -4% | Sep 2024 |
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Agf Management | 68k | $3.5M | 107% | Sep 2024 |
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Primoris Wealth Advisors | 57k | $2.9M | 100% | Sep 2024 |
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Win Advisors | 57k | $2.9M | 100% | Sep 2024 |
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Beaumont Financial Advisors | 53k | $2.7M | -4% | Sep 2024 |
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Citadel Advisors | 52k | $2.7M | 16% | Sep 2024 |
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GSB Wealth Management | 51k | $2.7M | 228% | Sep 2024 |
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Wells Fargo & Company | 46k | $2.4M | 3% | Sep 2024 |
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Atlas Capital Advisors | 46k | $2.4M | 19% | Sep 2024 |
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Dynamic Advisors Solutions | 45k | $2.4M | 2% | Sep 2024 |
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Smith Shellnut Wilson | 45k | $2.3M | -1% | Sep 2024 |
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Maltin Wealth Management | 41k | $2.1M | 7% | Sep 2024 |
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Cedar Wealth Management | 40k | $2.0M | -1% | Sep 2024 |
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Goldman Sachs Group | 39k | $1.7M | -81% | Jun 2024 |
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Goss Wealth Management | 38k | $1.7M | -4% | Jun 2024 |
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Private Advisor | 38k | $2.0M | -3% | Sep 2024 |
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Proquility Private Wealth Partners | 38k | $1.9M | 24% | Sep 2024 |
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Yoder Wealth Management | 36k | $1.9M | 5% | Sep 2024 |
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Orion Portfolio Solutions | 34k | $1.8M | 100% | Sep 2024 |
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Kovitz Investment Group Partners | 34k | $1.8M | 0% | Sep 2024 |
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Full Sail Capital | 33k | $1.7M | -8% | Sep 2024 |
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Raymond James & Associates | 32k | $1.6M | 5% | Sep 2024 |
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Mml Investors Services | 31k | $1.6M | 16% | Sep 2024 |
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Banco BTG Pactual | 31k | $1.6M | 100% | Sep 2024 |
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Cetera Investment Advisers | 30k | $1.3M | -8% | Jun 2024 |
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GeoWealth Management | 28k | $1.5M | 100% | Sep 2024 |
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Beck Bode | 27k | $1.4M | -34% | Sep 2024 |
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H D Vest Advisory Services | 26k | $1.1M | -5% | Jun 2024 |
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Capital Investment Advisory Services | 25k | $1.3M | 2% | Sep 2024 |
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Sigma Planning | 24k | $1.2M | 24% | Sep 2024 |
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Raymond James Financial Services Advisors | 22k | $1.1M | 44% | Sep 2024 |
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Jaffetilchin Investment Partners | 22k | $1.1M | 1% | Sep 2024 |
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Nwam | 20k | $1.0M | 100% | Sep 2024 |
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Financial Management Network | 20k | $1.1M | -23% | Sep 2024 |
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J.w. Cole Advisors | 20k | $1.0M | 0% | Sep 2024 |
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Janney Montgomery Scott | 19k | $996k | 100% | Sep 2024 |
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Rockefeller Capital Management | 19k | $840k | -16% | Jun 2024 |
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BEAM Asset Management | 19k | $956k | 2% | Sep 2024 |
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Atria Wealth Solutions | 18k | $955k | -42% | Sep 2024 |
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Sunbelt Securities | 17k | $903k | 23% | Sep 2024 |
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Mercer Global Advisors | 17k | $765k | -5% | Jun 2024 |
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Ameritas Advisory Services | 16k | $833k | 37% | Sep 2024 |
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Harbour Investments | 16k | $826k | 4% | Sep 2024 |
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B.O.S.S. Retirement Advisors | 16k | $815k | 24% | Sep 2024 |
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Snowden Capital Advisors | 15k | $778k | 0% | Sep 2024 |
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Prairie Wealth Advisors | 14k | $745k | 5% | Sep 2024 |
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Smith, Salley & Associates | 14k | $731k | 2% | Sep 2024 |
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LYNCH & Associates | 13k | $682k | 7% | Sep 2024 |
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Galvin, Gaustad & Stein | 13k | $678k | -5% | Sep 2024 |
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P.J. Schmidt Investment Management | 13k | $662k | -2% | Sep 2024 |
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Glass Jacobson Investment Advisors | 12k | $629k | 4% | Sep 2024 |
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Signature Estate and Investment Advisors | 12k | $622k | 1% | Sep 2024 |
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Per Stirling Capital Management | 12k | $615k | 100% | Sep 2024 |
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Sowa Financial Group | 12k | $612k | 0% | Sep 2024 |
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Royal Bank of Canada | 12k | $602k | 17% | Sep 2024 |
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Demars Financial Group | 12k | $594k | -1% | Sep 2024 |
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Gibson Wealth Advisors | 11k | $570k | 0% | Sep 2024 |
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PFG Advisors | 11k | $568k | 92% | Sep 2024 |
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Jane Street | 10k | $539k | -45% | Sep 2024 |
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Trail Ridge Investment Advisors | 10k | $545k | 2% | Sep 2024 |
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Stifel Financial | 10k | $448k | 3% | Jun 2024 |
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Exchange Capital Management | 9.8k | $508k | -2% | Sep 2024 |
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Mascoma Wealth Management | 9.5k | $492k | 46% | Sep 2024 |
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Wealth Enhancement Advisory Services | 9.3k | $408k | -1% | Jun 2024 |
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Elevated Capital Advisors | 9.3k | $481k | 100% | Sep 2024 |
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Stableford Capital Ii | 9.2k | $469k | 0% | Sep 2024 |
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Callan Capital | 9.0k | $465k | 0% | Sep 2024 |
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Secure Asset Management | 8.6k | $447k | -16% | Sep 2024 |
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Mariner Wealth Advisors | 8.4k | $433k | -6% | Sep 2024 |
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FLC Capital Advisors | 8.1k | $421k | 3% | Sep 2024 |
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Accel Wealth Management | 7.8k | $403k | 2% | Sep 2024 |
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Creative Financial Designs | 7.7k | $401k | -2% | Sep 2024 |
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Pnc Financial Services | 7.7k | $399k | 0% | Sep 2024 |
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VCI Wealth Management | 7.7k | $397k | -59% | Sep 2024 |
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Lifeworks Advisors | 7.4k | $383k | 13% | Sep 2024 |
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Everstar Asset Management | 7.3k | $378k | 100% | Sep 2024 |
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Ellis Investment Partners | 7.2k | $374k | 3% | Sep 2024 |
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Wagner Bowman Management | 6.8k | $354k | -1% | Sep 2024 |
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William Blair $ Company | 6.5k | $337k | 1% | Sep 2024 |
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Axxcess Wealth Management | 6.5k | $336k | 12% | Sep 2024 |
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Tower Research Capital | 6.4k | $282k | -82% | Jun 2024 |
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Kingsview Wealth Management | 6.3k | $328k | -5% | Sep 2024 |
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Arkadios Wealth Advisors | 6.3k | $326k | 0% | Sep 2024 |
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Centennial Wealth Advisory | 6.3k | $325k | 8% | Sep 2024 |
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Fortis Advisors | 6.0k | $312k | -90% | Sep 2024 |
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Ballew Advisors | 5.9k | $301k | -3% | Sep 2024 |
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Founders Financial Securities | 5.6k | $289k | -7% | Sep 2024 |
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Essex Financial Services | 5.6k | $291k | 100% | Sep 2024 |
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MidWestOne Financial Group | 5.5k | $285k | 0% | Sep 2024 |
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Sanctuary Advisors | 5.0k | $263k | -25% | Sep 2024 |
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BKM Wealth Management | 5.0k | $257k | 0% | Sep 2024 |
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Pathway Financial Advisers | 4.9k | $256k | -21% | Sep 2024 |
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Summit Financial | 4.9k | $252k | 100% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.7k | $244k | 3% | Sep 2024 |
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HBW Advisory Services | 4.6k | $241k | -87% | Sep 2024 |
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CX Institutional | 4.5k | $232k | -68% | Sep 2024 |
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D.B. Root & Company | 4.4k | $227k | 100% | Sep 2024 |
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Penobscot Wealth Management | 4.2k | $220k | 100% | Sep 2024 |
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Geneos Wealth Management | 4.2k | $183k | 0% | Jun 2024 |
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Charter Oak Capital Management | 4.1k | $215k | 100% | Sep 2024 |
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Qube Research & Technologies | 4.1k | $178k | -47% | Jun 2024 |
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Aurora Private Wealth | 4.0k | $207k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 4.0k | $207k | 100% | Sep 2024 |
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Insight Advisors, LLC/ PA | 4.0k | $205k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 3.5k | $155k | -8% | Jun 2024 |
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Brian McDonald | 3.5k | $182k | 16% | Sep 2024 |
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Rogco | 3.5k | $181k | -5% | Sep 2024 |
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Jpmorgan Chase & Co | 3.1k | $163k | 45% | Sep 2024 |
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Global Financial Private Client | 3.1k | $161k | 100% | Sep 2024 |
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Global Retirement Partners | 2.5k | $127k | -12% | Sep 2024 |
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CoreCap Advisors | 2.4k | $124k | 100% | Sep 2024 |
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Hanson McClain Advisors | 2.1k | $107k | 0% | Sep 2024 |
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Huntington National Bank | 2.0k | $105k | 100% | Sep 2024 |
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American National Bank | 1.8k | $91k | 9% | Sep 2024 |
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Glen Eagle Advisors | 1.6k | $83k | 21% | Sep 2024 |
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Principal Securities | 1.6k | $82k | 6% | Sep 2024 |
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IFP Advisors | 1.6k | $70k | -34% | Jun 2024 |
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GHP Investment Advisors | 1.3k | $67k | 0% | Sep 2024 |
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CWM | 1.2k | $64k | 8% | Sep 2024 |
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Proequities | 1.1k | $58M | -13% | Sep 2024 |
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Citigroup | 1.1k | $58k | 51% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 1.1k | $56k | 100% | Sep 2024 |
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Colonial Trust Co / SC | 828.00 | $43k | 0% | Sep 2024 |
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Whittier Trust | 785.00 | $41k | 0% | Sep 2024 |
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Who sold out of Fidelity msci utils index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Jun 2024 | 57k | $2.5M |
D. E. Shaw & Co | Jun 2024 | 15k | $665k |
Thrivent Financial for Lutherans | Mar 2024 | 5.2k | $219k |
Gradient Investments | Jun 2024 | 2.6k | $113k |
Sym Financial Corporation | Mar 2024 | 1.3k | $53k |