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 195 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 $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,648
shares
|
$233,097
0.04% of portfolio
|
Q3 2024
Reduced 86.99%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
4,474
shares
|
$224,371
0.01% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
4,377
shares
|
$219,506
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
4,238
shares
|
$212,535
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,160
shares
|
$208,624
0.01% of portfolio
|
Q4 2022
Added 4.52%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,142
shares
|
$207,721
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
4,053
shares
|
$203,257
0.0% of portfolio
|
Q2 2024
Reduced 47.14%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
4,001
shares
|
$200,650
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,954
shares
|
$198,293
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,526
shares
|
$176,828
0.0% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
3,495
shares
|
$175,274
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,170
shares
|
$158,975
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
3,109
shares
|
$155,916
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,032
shares
|
$152,054
0.0% of portfolio
|
Q2 2024
Reduced 23.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,454
shares
|
$123,068
0.0% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,168
shares
|
$108,725
0.0% of portfolio
|
Q2 2024
Reduced 71.87%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,055
shares
|
$103,058
0.0% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,764
shares
|
$88,464
0.01% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,589
shares
|
$79,688
0.0% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,580
shares
|
$79,237
0.0% of portfolio
|
Q2 2024
Reduced 33.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
1,321
shares
|
$66,248
0.01% of portfolio
|
Q2 2024
Added 363.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$65,195
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,239
shares
|
$62,135
0.0% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,125
shares
|
$56,418
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
970
shares
|
$48,645
0.0% of portfolio
|
Q2 2024
Added 0.52%
|