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 198 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $551 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
|
$217 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
547,567
shares
|
$27.4 Million
0.27% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
519,537
shares
|
$26 Million
0.13% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
335,282
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
289,019
shares
|
$14.5 Million
0.07% of portfolio
|
Q2 2024
Added 586.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
266,398
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
262,221
shares
|
$13.1 Million
0.05% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
256,256
shares
|
$12.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
218,120
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2024
Added 5.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
209,717
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
206,413
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2024
Added 541.23%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
164,548
shares
|
$8.23 Million
0.14% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
138,553
shares
|
$6.93 Million
0.46% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
132,479
shares
|
$6.63 Million
0.79% of portfolio
|
Q3 2024
Reduced 35.26%
|
|
|
Q3 Asset Management
|
Jul 30, 2024 Q2 2024 |
115,833
shares
|
$5.8 Million
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
111,117
shares
|
$5.56 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
106,008
shares
|
$5.3 Million
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Estate Counselors, LLC
|
Aug 08, 2024 Q2 2024 |
101,640
shares
|
$5.09 Million
1.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
92,552
shares
|
$4.63 Million
1.78% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
86,237
shares
|
$4.31 Million
0.07% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
78,126
shares
|
$3.91 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
76,080
shares
|
$3.81 Million
1.58% of portfolio
|
Q3 2024
Added 362.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$3.65 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
71,440
shares
|
$3.57 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
71,013
shares
|
$3.55 Million
1.83% of portfolio
|
Q3 2024
New holding
|