Fidelity msci utils index shares owned by Independent Financial Group
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.3M | 22k | 59.07 |
| 2025-09-30 | $976k | 17k | 56.47 |
| 2025-06-30 | $852k | 16k | 52.60 |
| 2025-03-31 | $814k | 16k | 50.95 |
| 2024-12-31 | $809k | 17k | 48.77 |
| 2024-09-30 | $1.0M | 20k | 51.82 |
| 2024-06-30 | $603k | 14k | 43.96 |
| 2024-03-31 | $550k | 13k | 42.42 |
| 2023-12-31 | $497k | 12k | 40.86 |
| 2023-09-30 | $483k | 13k | 37.92 |
| 2023-06-30 | $303k | 7.2k | 42.28 |
More positions owned by Independent Financial Group
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