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Fidelity msci utils index shares owned by Southern Capital Advisors

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

Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.6M 50k 52.60
2025-03-31 $2.5M 50k 50.95
2024-12-31 $2.1M 43k 48.77
2023-06-30 $1.5M 36k 42.28

More positions owned by Southern Capital Advisors

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
United Parcel Service CL B (UPS)
Ishares Tr U.s. Fin Svc Etf (IYG)
Ishares Core Msci Emkt (IEMG)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Us Consum Discre (IYC)
AFLAC Incorporated (AFL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Southern Capital Advisors

Top funds holding Fidelity msci utils index

AE Wealth Management
Advisor Group Holdings
LPL Financial
Lido Advisors
Kestra Advisory Services
Commonwealth Equity Services
Mariner Wealth Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Estate Counselors
Independence Financial Advisors
Kovitz Investment Group Partners
HighTower Advisors
IFG Advisory
Kingswood Wealth Advisors

View all funds holding Fidelity msci utils index