Newbridge Financial Services Group, Inc. FTEC — FIDELITY MSCI INFORMATION TECH INDEX ETF

Ownership history in Newbridge Financial Services Group, Inc.  ·  17 quarters on record

AI Ownership Summary

Newbridge Financial Services Group, Inc. reported FIDELITY MSCI INFORMATION TECH INDEX ETF (FTEC) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FTEC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newbridge Financial Services Group, Inc.'s position in FIDELITY MSCI INFORMATION TECH INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FTEC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTEC stock page Newbridge Financial Services Group, Inc. fund profile Newbridge Financial Services Group, Inc. full holdings
How Newbridge Financial Services Group, Inc. held FTEC — position size vs. price
% of Fund (quarterly)    FTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 111 — 0% 0.00% $25K 2025-11-13 $223.83
2025 Q2 UNCHANGED — — — 111 — 0% 0.00% $22K 2025-08-19 $204.21
2025 Q1 REDUCED 57.5% +22.4% ❌ 111 -150 -57.5% 0.00% $18K 2025-05-15 $182.29
2024 Q4 ADDED — — — 261 +105 +67.3% 0.01% $48K 2025-01-28 $184.90
2024 Q2 UNCHANGED — — — 156 — 0% 0.01% $27K 2024-09-11 $165.57
2024 Q1 UNCHANGED — — — 156 — 0% 0.01% $24K 2024-04-24 $145.77
2023 Q4 UNCHANGED — — — 156 — 0% 0.01% $22K 2024-03-28 $154.34
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTEC

As of 2026 Q1 — sorted by position size

Yoder Wealth Management, Inc. 9.3% High Point Wealth Management, LLC 5.77% Independence Financial Advisors, LLC 4.67% Eaton Financial Holdings Company, LLC 3Y 4.39% Richard Bernstein Advisors LLC 3Y 7Y 3.58% SOUTHERN CAPITAL ADVISORS, LLC 3Y 3.19% Fingerlakes Wealth Management, Inc. 3Y 2.63% Financial Partners Group, Inc 3Y 7Y 2.63% Sterling Investment Counsel, LLC 3Y 2.02% Nova Wealth Management, Inc. 1.86%

FAQ About Newbridge Financial Services Group, Inc. and FTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newbridge Financial Services Group, Inc. reported owning FTEC?

Newbridge Financial Services Group, Inc. reported FTEC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FTEC position in Newbridge Financial Services Group, Inc.'s portfolio?

The largest reported portfolio weight for FTEC was 0.01% in 2024 Q4.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2025 Q3, when Newbridge Financial Services Group, Inc. reported 111 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this FTEC ownership page compare?

The chart compares Newbridge Financial Services Group, Inc.'s quarterly FTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Newbridge Financial Services Group, Inc. time their FTEC position?

Based on 13F filing dates vs. subsequent FTEC price moves, Newbridge Financial Services Group, Inc. correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on FTEC relative to SPY over the holding period was +4.7%.

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