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Fidelity msci utils index shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci utils index by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 7.6k 56.47
2025-06-30 $402k 7.6k 52.60
2025-03-31 $385k 7.5k 50.95
2024-12-31 $379k 7.8k 48.77
2024-09-30 $401k 7.7k 51.82
2024-06-30 $346k 7.9k 43.96
2024-03-31 $357k 8.4k 42.42
2023-12-31 $342k 8.4k 40.86
2023-09-30 $406k 11k 37.92
2023-06-30 $466k 11k 42.28
2023-03-31 $466k 11k 43.82
2022-12-31 $462k 10k 45.58
2022-09-30 $356k 8.4k 42.20
2022-06-30 $275k 6.1k 45.18
2022-03-31 $170k 3.5k 47.94
2021-12-31 $105k 2.3k 46.46
2021-09-30 $78k 1.9k 41.07
2021-06-30 $78k 1.9k 41.07
2021-03-31 $79k 1.9k 41.60
2020-12-31 $201k 4.9k 40.64
2020-09-30 $163k 4.3k 37.92
2020-06-30 $165k 4.5k 36.51
2020-03-31 $63k 1.8k 36.00
2019-12-31 $464k 11k 41.72
2019-09-30 $469k 11k 41.76
2019-06-30 $447k 11k 39.90
2019-03-31 $463k 12k 38.34
2018-12-31 $348k 10k 34.90
2018-09-30 $6.0k 163 36.81
2018-06-30 $56k 1.6k 34.55
2018-03-31 $13k 398 32.66
2017-12-31 $276k 8.0k 34.49
2017-09-30 $523k 15k 34.54
2017-06-30 $15k 443 33.86
2017-03-31 $177k 5.3k 33.37
2016-12-31 $1.0M 32k 31.61

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Fidelity msci utils index

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Commonwealth Equity Services
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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