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
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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 |
|---|---|---|---|
| 2025-09-30 | $8.3M | 147k | 56.47 |
| 2025-06-30 | $2.2M | 41k | 52.60 |
| 2025-03-31 | $2.1M | 41k | 50.95 |
| 2024-12-31 | $3.2M | 65k | 48.77 |
| 2024-09-30 | $5.8M | 111k | 51.82 |