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Fidelity msci utils index shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Fidelity msci utils index

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All positions including Fidelity msci utils index held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 4.2k 55.21

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Montis Financial

Top funds holding Fidelity msci utils index

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Agf Management
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View all funds holding Fidelity msci utils index