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 228 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
75,681
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
74,803
shares
|
$3.87 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
74,184
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
72,862
shares
|
$3.77 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
69,016
shares
|
$3.57 Million
0.46% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
68,508
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
64,787
shares
|
$3.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
63,466
shares
|
$3.29 Million
0.02% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
61,444
shares
|
$3.18 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
60,722
shares
|
$3.14 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
59,236
shares
|
$3.07 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
58,725
shares
|
$3.04 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
54,301
shares
|
$2.81 Million
0.77% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
54,117
shares
|
$2.8 Million
0.77% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49,859
shares
|
$2.58 Million
1.45% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
49,508
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 44.61%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
48,717
shares
|
$2.52 Million
0.77% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
44,591
shares
|
$2.31 Million
1.22% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
43,955
shares
|
$2.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
42,702
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
40,544
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
40,463
shares
|
$2.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 37.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
39,592
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
39,549
shares
|
$2.05 Million
1.13% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
38,191
shares
|
$1.98 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.94%
|