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Fidelity msci utils index shares owned by Callan Capital

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Callan Capital from 13F filings

Historical chart of Callan Capital investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci utils index by Callan Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $381k 9.0k 42.42
2023-12-31 $367k 9.0k 40.86

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
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Ishares Tr Intl Eqty Factor (INTF)
Apple (AAPL)
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Select Sector Spdr Tr Technology (XLK)

View all positions for Callan Capital

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Brookstone Capital Management
IFG Advisory
Goldman Sachs Group
Estate Counselors
Advisory Services Network
Richard C. Young & Co
HighTower Advisors
Dynamic Advisors Solutions
Conrad Siegel Investment Advisors

View all funds holding Fidelity msci utils index