NFH
FUTY icon

NEXT Financial Holdings’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$1.92M Buy
+50,217
New +$1.84M 0.49% 29

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NEXT Financial Holdings's FUTY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2019: 50,217 shares worth $1.92M. The stake represents 0.49% of the portfolio and ranks #29 among its holdings.

87 funds tracked by Wall St. Rank hold FUTY as of Q1 2019.

  • NEXT Financial Holdings held 50,217 shares of Fidelity MSCI Utilities Index ETF worth $1.92M as of Q1 2019.
  • Fidelity MSCI Utilities Index ETF was a new NEXT Financial Holdings position in Q1 2019.
  • Fidelity MSCI Utilities Index ETF made up 0.49% of NEXT Financial Holdings's portfolio in Q1 2019, its #29 holding.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.