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Fidelity msci utils index shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 7.4k 57.96
2025-06-30 $327k 6.2k 52.31
2025-03-31 $284k 5.6k 50.31
2024-12-31 $246k 5.0k 48.73

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran 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