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Fidelity msci utils index shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.4M 143k 58.42

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creat Unit (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Corning Incorporated (GLW)
Tesla Motors (TSLA)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Fidelity Covington Trust Msci Utils Index (FUTY)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Iren Ordinary Shares (IREN)

View all positions for Avaii Wealth Management

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
LPL Financial
Advisor Group Holdings
Lido Advisors
Kestra Advisory Services
Traphagen Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley
Mariner Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Ameriprise Financial

View all funds holding Fidelity msci utils index