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Get Institutions for : 
Fidelity Msci Utilities Index (FUTY)  
$46.68 0.04 (0.09%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    4
Total shares held : 
 15,815,821  
% of shares held : 
 5.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -8,596,377  
% of shares held change : 
   -3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.18  
Last Quarter's Ending Price : 
 $40.86  
Last Quarter's Average Price : 
 $39.26  
Change from last quarter's     
avg. price to the last closing  : 
7.42 (18.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 342,617
 2.17%
 
Increased Positions :
47
 967,147
 6.12%
 
Unchanged Positions :
25
 22,338
 0.14%
 
Decreased Positions :
73
-9,657,982
-61.07%
 
Closed Positions :
20
-248,159
-1.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ESTATE COUNSELORS, LLC 18 - 2024-03-31 101,530 $4,307,000 0
   CALLAN CAPITAL, LLC 169 - 2024-03-31 8,974 $381,000 0
   Lowell Blake & Associates Inc. 49 - 2023-09-30 8,342 $316,000 0
   Arkadios Wealth Advisors 625 - 2024-03-31 5,295 $225,000 0
   PROEQUITIES INC. 698 - 2024-03-31 4,360 $185,000 0
   Geneos Wealth Management Inc. 727 - 2024-03-31 4,160 $176,000 0
   HANSON MCCLAIN, INC. 1060 - 2024-03-31 2,055 $87,000 0
   GHP INVESTMENT ADVISORS INC 488 - 2024-03-31 1,300 $55,000 0
   Colonial Trust Co / SC 565 - 2024-03-31 828 $35,000 0
   WHITTIER TRUST CO 1018 - 2024-03-31 785 $33,000 0
   HANSON INVESTMENT MANAGEMENT 350 - 2024-03-31 613 $26,000 0
   FRANKLIN RESOURCES INC 2670 - 2024-03-31 562 $24,000 0
   NBC SECURITIES INC. 1526 - 2024-03-31 375 $15,000 0
   Newbridge Financial Services Group Inc. 697 - 2024-03-31 317 $13,000 0
   BerganKDV Wealth Management LLC 526 - 2023-06-30 297 $13,000 0
   Avalon Trust Co 288 - 2024-03-31 285 $12,000 0
   COLONIAL ASSET MANAGEMENT, INC. 629 - 2024-03-31 200 $8,000 0
   JFS WEALTH ADVISORS, LLC 1015 - 2024-03-31 135 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1879 - 2024-03-31 90 $4,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 828 - 2024-03-31 104 $4,000 0
   Key Financial Inc 1029 - 2024-03-31 73 $3,000 0
   Castleview Partners LLC 707 - 2024-03-31 75 $3,000 0
   Activest Wealth Management 300 - 2024-03-31 37 $2,000 0
   Pacifica Partners Inc. 473 - 2024-03-31 18 $1,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1612 - 2024-03-31 12 $1,000 0
   Concord Wealth Partners 777 - 2024-03-31 32 $1,000 0
   Element Wealth LLC 263 - 2024-03-31 22 $1,000 0
   LOGAN CAPITAL MANAGEMENT INC 451 - 2024-03-31 21 $1,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 950 - 2024-03-31 1 $0 0
   Armor Investment Advisors LLC 171 - 2024-03-31 2 $0 0
  30 Records found
  1    
  Page 1 of 1
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