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Fidelity msci utils index shares owned by LifePlan Investment Advisors

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

Historical chart of LifePlan Investment 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 LifePlan Investment 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 LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5M 59k 58.42

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
LPL Financial
Lido Advisors
Kestra Advisory Services
Advisor Group Holdings
Traphagen Investment Advisors
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley
Mariner Wealth Advisors
Envestnet Asset Management
HighTower Advisors
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Fidelity msci utils index