Fidelity msci utils index shares owned by ValMark Advisers
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 92k | 56.47 |
| 2025-06-30 | $4.7M | 90k | 52.60 |
| 2025-03-31 | $4.6M | 91k | 50.95 |
| 2024-12-31 | $4.3M | 88k | 48.77 |
| 2024-09-30 | $4.5M | 86k | 51.82 |
| 2024-06-30 | $3.4M | 78k | 43.96 |
| 2024-03-31 | $3.2M | 76k | 42.42 |
| 2023-12-31 | $3.0M | 73k | 40.86 |
| 2023-09-30 | $2.7M | 70k | 37.92 |
| 2023-06-30 | $2.8M | 67k | 42.28 |
| 2023-03-31 | $2.8M | 64k | 43.82 |
| 2022-12-31 | $2.8M | 62k | 45.58 |
| 2022-09-30 | $2.4M | 58k | 42.22 |
| 2022-06-30 | $2.5M | 56k | 45.12 |
| 2022-03-31 | $2.3M | 48k | 47.92 |
| 2021-12-31 | $2.0M | 43k | 46.32 |
| 2021-09-30 | $1.6M | 39k | 41.15 |
| 2021-06-30 | $1.4M | 34k | 41.02 |
| 2021-03-31 | $851k | 21k | 41.49 |
| 2020-12-31 | $696k | 17k | 40.58 |
| 2020-09-30 | $247k | 6.5k | 38.01 |