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Fidelity msci utils index shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci utils index by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 4.5k 56.47

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Pimco Etf Tr Active Bd Etf (BOND)
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View all positions for Concurrent Investment Advisors

Top funds holding Fidelity msci utils index

AE Wealth Management
Advisor Group Holdings
LPL Financial
Lido Advisors
Kestra Advisory Services
Commonwealth Equity Services
Mariner Wealth Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Estate Counselors
Independence Financial Advisors
Kovitz Investment Group Partners
HighTower Advisors
IFG Advisory
Kingswood Wealth Advisors

View all funds holding Fidelity msci utils index