Newbridge Financial Services Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Newbridge Financial Services 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
2025 Q1	–	Sell	-117	Closed	-$5.71K	–	1087
2024 Q4	$5.71K	Buy	+117	New	+$5.97K	﹤0.01%	840
2024 Q3	–	Sell	-317	Closed	-$13.9K	–	808
2024 Q2	$13.9K	Hold	317	–	–	0.01%	646
2024 Q1	$13.4K	Hold	317	–	–	0.01%	698
2023 Q4	$13K	Hold	317	–	–	0.01%	681
2023 Q3	$12K	Hold	317	–	–	0.01%	777
2023 Q2	$13.4K	Hold	317	–	–	0.01%	816
2023 Q1	$13.9K	Hold	317	–	–	0.01%	831
2022 Q4	$14.4K	Hold	317	–	–	0.01%	815
2022 Q3	$13K	Hold	317	–	–	0.01%	813
2022 Q2	$14K	Hold	317	–	–	0.01%	751
2022 Q1	$15K	Hold	317	–	–	0.01%	807
2021 Q4	$15K	Hold	317	–	–	0.01%	804
2021 Q3	$13K	Hold	317	–	–	0.01%	799
2021 Q2	$13K	Hold	317	–	–	0.01%	904
2021 Q1	$13K	Buy	+317	New	+$12.8K	0.01%	815
2020 Q4	–	Sell	-13	Closed	–	–	1131
2020 Q3	$0	Buy	+13	New	+$496	﹤0.01%	1039

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

KAS

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Newbridge Financial Services Group's FUTY Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2025, closing a stake of 117 shares — an estimated $5.71K sold.

Newbridge Financial Services Group first reported a position in FUTY in Q3 2020 and held it in 16 quarters. The position peaked at $15K in Q1 2022. 210 funds tracked by Wall St. Rank hold FUTY as of Q1 2025.

Newbridge Financial Services Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 117 Fidelity MSCI Utilities Index ETF shares in Q1 2025, an estimated $5.71K.
Newbridge Financial Services Group first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 16 quarters.
Newbridge Financial Services Group's Fidelity MSCI Utilities Index ETF position peaked at $15K in Q1 2022.
210 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.