Institutional Ownership Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,330,899
shares
|
$214 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
547,567
shares
|
$27 Million
0.27% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
519,537
shares
|
$25.6 Million
0.13% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
289,019
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2024
Added 586.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
266,398
shares
|
$13.1 Million
0.03% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
256,320
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
256,256
shares
|
$12.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
227,048
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
226,878
shares
|
$11.2 Million
0.04% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
218,120
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2024
Added 10.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
206,413
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2024
Added 541.23%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
204,627
shares
|
$10.1 Million
1.11% of portfolio
|
Q2 2024
Reduced 75.05%
|
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
160,448
shares
|
$7.91 Million
0.13% of portfolio
|
Q2 2024
Added 8.9%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
134,890
shares
|
$6.65 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Q3 Asset Management
|
Jul 30, 2024 Q2 2024 |
115,833
shares
|
$5.71 Million
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
106,008
shares
|
$5.23 Million
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Estate Counselors, LLC
|
Aug 08, 2024 Q2 2024 |
101,640
shares
|
$5.01 Million
1.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 08, 2024 Q2 2024 |
79,193
shares
|
$3.9 Million
0.45% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
77,713
shares
|
$3.83 Million
0.06% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
77,137
shares
|
$3.8 Million
1.49% of portfolio
|
Q2 2024
Added 12.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$3.59 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
71,440
shares
|
$3.52 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
68,933
shares
|
$3.4 Million
0.88% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
58,099
shares
|
$2.86 Million
2.01% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
56,992
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2024
Added 460.83%
|