Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MSCI UTILS INDEX
-
Total 13F shares
-
232,718
-
Share change
-
+29,536
-
Total reported value
-
$9,508,834
-
Price per share
-
$40.86
-
Number of holders
-
4
-
Value change
-
+$1,206,858
-
Number of buys
-
2
-
Number of sells
-
2
Institutional Holders of FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) as of Q4 2023
As of 31 Dec 2023,
FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
232,718 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, TRAPHAGEN INVESTMENT ADVISORS LLC, RATIONAL ADVISORS LLC, AE Wealth Management LLC, BNP PARIBAS FINANCIAL MARKETS, Lido Advisors, LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, and Cambridge Investment Research Advisors, Inc..
This page lists
181
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.