Fidelity msci utils index shares owned by Creative Planning
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity msci utils index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 4.8k | 56.47 |
| 2017-06-30 | $45k | 1.3k | 34.04 |
| 2017-03-31 | $33k | 1.0k | 33.00 |
| 2016-12-31 | $77k | 2.4k | 31.65 |
| 2016-06-30 | $24k | 700 | 34.29 |
| 2016-03-31 | $33k | 1.0k | 31.73 |
| 2015-12-31 | $28k | 1.0k | 28.00 |
| 2015-09-30 | $8.0k | 300 | 26.67 |
| 2014-06-30 | $6.0k | 197 | 30.46 |