Fidelity msci utils index shares owned by AE Wealth Management
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 1.0M | 56.47 |
| 2025-06-30 | $46M | 873k | 52.59 |
| 2025-03-31 | $44M | 871k | 50.95 |
| 2024-12-31 | $37M | 760k | 48.77 |
| 2024-09-30 | $33M | 631k | 51.82 |
| 2024-06-30 | $24M | 548k | 43.96 |
| 2024-03-31 | $23M | 534k | 42.42 |
| 2023-12-31 | $18M | 449k | 39.41 |
| 2023-09-30 | $10M | 264k | 37.92 |
| 2023-06-30 | $7.1M | 168k | 42.28 |
| 2023-03-31 | $5.1M | 117k | 43.82 |
| 2022-12-31 | $4.2M | 92k | 45.58 |
| 2022-09-30 | $3.5M | 84k | 42.22 |
| 2020-12-31 | $1.0M | 26k | 40.59 |
| 2020-09-30 | $1.0M | 27k | 37.93 |
| 2020-06-30 | $961k | 26k | 36.48 |
| 2020-03-31 | $1.2M | 32k | 35.93 |
| 2019-12-31 | $1.4M | 33k | 42.30 |
| 2019-09-30 | $1.2M | 28k | 42.49 |
| 2019-06-30 | $1.1M | 27k | 39.28 |