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 251 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
77,542
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
74,586
shares
|
$4.16 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
74,306
shares
|
$4.14 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$4.06 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
66,763
shares
|
$3.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
65,486
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Added 1086.56%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
65,200
shares
|
$3.64 Million
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
64,625
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.83%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
61,900
shares
|
$3.45 Million
0.04% of portfolio
|
Q2 2025
Added 1.94%
|
|
Grant
|
May 01, 2025 Q1 2025 |
61,444
shares
|
$3.43 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
58,687
shares
|
$3.27 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
58,017
shares
|
$3.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
54,636
shares
|
$3.05 Million
0.75% of portfolio
|
Q2 2025
Added 0.62%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
52,017
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Added 898.98%
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
50,344
shares
|
$2.81 Million
1.38% of portfolio
|
Q2 2025
Added 0.97%
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
50,219
shares
|
$2.8 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
48,717
shares
|
$2.72 Million
0.77% of portfolio
|
Q1 2025
Added 34.97%
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
46,425
shares
|
$2.59 Million
1.81% of portfolio
|
Q2 2025
Added 110.31%
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
46,378
shares
|
$2.59 Million
1.36% of portfolio
|
Q2 2025
Added 4.01%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
45,610
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
45,142
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 14.02%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
43,413
shares
|
$2.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
42,702
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,908
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 164.91%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
41,617
shares
|
$2.32 Million
1.14% of portfolio
|
Q2 2025
Added 5.23%
|