Independence Financial Advisors »

Fidelity msci utils index shares owned by Independence Financial Advisors

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

Historical chart of Independence Financial 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 Independence Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci utils index by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 193k 56.47
2025-06-30 $372k 7.1k 52.60
2025-03-31 $361k 7.1k 50.95

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for Independence Financial 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