Bessemer Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bessemer Group’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-113	Closed	-$6K	–	2574
2025 Q4	$6K	Hold	113	–	–	﹤0.01%	2220
2025 Q3	$6K	Buy	+113	New	+$6.17K	﹤0.01%	2087
2021 Q2	–	Sell	-148	Closed	-$6K	–	1596
2021 Q1	$6K	Buy	+148	New	+$5.96K	﹤0.01%	1371

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group's FUTY Position: Q1 2026 in Review

Bessemer Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 113 shares — an estimated $6K sold.

Bessemer Group first reported a position in FUTY in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Bessemer Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 113 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $6K.
Bessemer Group first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 3 quarters.
Bessemer Group's Fidelity MSCI Utilities Index ETF position peaked at $6K in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.