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Fidelity msci utils index shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 65k 48.77
2024-09-30 $5.8M 111k 51.82

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
IFG Advisory
Advisory Services Network
Apollon Wealth Management
Estate Counselors

View all funds holding Fidelity msci utils index