Jones Financial Companies, L.L »

Fidelity msci utils index shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci utils index by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $969k 17k 58.74
2025-12-31 $715k 13k 55.22
2025-09-30 $495k 8.8k 56.12
2025-06-30 $320k 6.1k 52.41
2025-03-31 $146k 2.9k 50.40
2024-12-31 $198k 4.1k 48.77
2024-09-30 $17k 327 51.65

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Fidelity msci utils index

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

View all funds holding Fidelity msci utils index