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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
   Rockbridge Investment Management LCC 142 *Closed 2024-03-31 0 $0 -9
   GSA CAPITAL PARTNERS LLP 1604 *Closed 2024-03-31 0 $0 -19,036
   Benchmark Financial Wealth Advisors LLC 91 *Closed 2024-03-31 0 $0 -43,433
   CIBC WORLD MARKETS CORP 796 *Closed 2024-03-31 0 $0 -6,321
   Parallel Advisors LLC 3119 *Closed 2024-03-31 0 $0 -130
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1756 *Closed 2023-09-30 0 $0 -6,368
   HUNTINGTON ASSET ADVISORS INC. 192 *Closed 2024-03-31 0 $0 -534,055
   RENAISSANCE TECHNOLOGIES LLC 3899 *Closed 2024-03-31 0 $0 -25,200
   NEUBERGER BERMAN GROUP LLC 1838 *Closed 2024-03-31 0 $0 -67,067
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1188 *Closed 2024-03-31 0 $0 -500
   Pineridge Advisors LLC 755 *Closed 2024-03-31 0 $0 -99
   Global Wealth Management Investment Advisory Inc. 370 *Closed 2024-03-31 0 $0 -155
   Raleigh Capital Management Inc. 1093 *Closed 2024-03-31 0 $0 -145
   Pensionmark Financial Group LLC 470 *Closed 2024-03-31 0 $0 -6,957
   Atlas Financial Advisors Inc. 38 *Closed 2024-03-31 0 $0 -13,117
   HHM Wealth Advisors LLC 747 *Closed 2024-03-31 0 $0 -173
   KARLINSKI ANDREW C 149 *Closed 2022-12-31 0 $0 -90
   Column Capital Advisors LLC 831 *Closed 2023-09-30 0 $0 -134
   Archer Investment Corp 1084 *Closed 2024-03-31 0 $0 -128
   JSF Financial LLC 117 *Closed 2024-03-31 0 $0 -30,708
   TORONTO DOMINION BANK 1288 *Closed 2024-03-31 0 $0 -199,500

  21 Records found
  1    
  Page 1 of 1
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