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 213 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $584 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
68,048
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2024
Added 107.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
65,178
shares
|
$3.27 Million
0.24% of portfolio
|
Q4 2024
Reduced 41.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
64,246
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 266.78%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
61,792
shares
|
$3.1 Million
2.05% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
60,831
shares
|
$3.05 Million
0.26% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,875
shares
|
$2.85 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
51,825
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
51,659
shares
|
$2.59 Million
0.67% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
49,464
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
48,962
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
46,320
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
45,972
shares
|
$2.31 Million
0.36% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
45,173
shares
|
$2.27 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
45,145
shares
|
$2.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
44,958
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Added 47.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
43,877
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
42,702
shares
|
$2.14 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
42,670
shares
|
$2.14 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
41,578
shares
|
$2.09 Million
1.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
39,546
shares
|
$1.98 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
38,324
shares
|
$1.92 Million
1.03% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,931
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,469
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
36,416
shares
|
$1.83 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
36,094
shares
|
$1.81 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.72%
|