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Fidelity msci utils index shares owned by Grant/GrossMendelsohn

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Grant/GrossMendelsohn from 13F filings

Historical chart of Grant/GrossMendelsohn investment in Fidelity msci utils index

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

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Quarterly reported holdings in Fidelity msci utils index by Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 71k 51.82

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)
Spdr Gold Tr Gold Shs (GLD)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Grant/GrossMendelsohn

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
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LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Asset Management
HighTower Advisors
Brookstone Capital Management
Northwestern Mutual Wealth Management Company
IFG Advisory
Traphagen Investment Advisors

View all funds holding Fidelity msci utils index