NewEdge Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NewEdge Advisors’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	$4.36M	Buy	73,751 +4,901	+7%	+$284K	0.02%	753
2025 Q4	$3.8M	Buy	68,850 +4,212	+7%	+$241K	0.01%	776
2025 Q3	$3.65M	Buy	64,638 +13	+0%	+$710	0.02%	750
2025 Q2	$3.4M	Buy	64,625 +1,159	+2%	+$59.6K	0.02%	716
2025 Q1	$3.23M	Buy	63,466 +9,414	+17%	+$474K	0.02%	655
2024 Q4	$2.64M	Buy	54,052 +16,583	+44%	+$846K	0.02%	715
2024 Q3	$1.94M	Sell	37,469 -641	-2%	-$30.7K	0.01%	811
2024 Q2	$1.68M	Sell	38,110 -1,566	-4%	-$69.4K	0.01%	835
2024 Q1	$1.68M	Buy	39,676 +1,328	+3%	+$53.4K	0.01%	760
2023 Q4	$1.57M	Buy	38,348 +3,008	+9%	+$118K	0.01%	753
2023 Q3	$1.34M	Buy	35,340 +9,615	+37%	+$399K	0.01%	737
2023 Q2	$1.09M	Buy	25,725 +6,290	+32%	+$274K	0.01%	824
2023 Q1	$859K	Sell	19,435 -29,947	-61%	-$1.32M	0.01%	852
2022 Q4	$2.23M	Sell	49,382 -361,217	-88%	-$15.9M	0.06%	314
2022 Q3	$17.3M	Buy	410,599 +321,934	+363%	+$15.2M	0.28%	91
2022 Q2	$4M	Buy	88,665 +7,693	+10%	+$358K	0.07%	278
2022 Q1	$3.88M	Buy	80,972 +53,568	+195%	+$2.4M	0.06%	285
2021 Q4	$1.27M	Buy	+27,404	New	+$1.2M	0.02%	620

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

NewEdge Advisors's FUTY Position: Q1 2026 in Review

NewEdge Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.1% in Q1 2026, buying an estimated $284K and bringing the position to 73,751 shares worth $4.36M. The position accounts for 0.02% of the portfolio, ranked #753.

NewEdge Advisors first reported a position in FUTY in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.3M in Q3 2022. 256 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

NewEdge Advisors held 73,751 shares of Fidelity MSCI Utilities Index ETF worth $4.36M as of Q1 2026.
NewEdge Advisors bought 4,901 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $284K.
Fidelity MSCI Utilities Index ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #753 holding.
NewEdge Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's Fidelity MSCI Utilities Index ETF position peaked at $17.3M in Q3 2022.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.