Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI UTI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
504K+ 18.34% |
$21.1M - $24.2M
|
3.25M
$161M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
209K+ 1168.12% |
$8.78M - $10M
|
227K
$11.2M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 71.55% |
$5.93M - $6.78M
|
339K
$16.8M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 445.11% |
$5.65M - $6.46M
|
165K
$8.15M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
123KNew |
$5.17M - $5.92M
|
123K
$6.09M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 49.99% |
$4.55M - $5.21M
|
326K
$16.1M
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
83.6K+ 89.75% |
$3.51M - $4.01M
|
177K
$8.73M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79.8K+ 25.31% |
$3.35M - $3.83M
|
395K
$19.5M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73.6K+ 673.99% |
$3.09M - $3.53M
|
84.6K
$4.18M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
71.7K+ 21.29% |
$3.01M - $3.44M
|
408K
$20.2M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
60K+ 28.8% |
$2.51M - $2.88M
|
268K
$13.2M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.6K+ 195.48% |
$2.25M - $2.57M
|
81K
$4M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
48.8K+ 50.8% |
$2.05M - $2.34M
|
145K
$7.15M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.7K+ 169.9% |
$2.04M - $2.34M
|
77.4K
$3.82M
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47.7KNew |
$2M - $2.29M
|
47.7K
$2.36M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.5KNew |
$1.99M - $2.28M
|
47.5K
$2.35M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.3KNew |
$1.77M - $2.03M
|
42.3K
$2.09M
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
36.7KNew |
$1.54M - $1.76M
|
36.7K
$1.81M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
36.5K+ 199.56% |
$1.53M - $1.75M
|
54.9K
$2.71M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34K+ 169.46% |
$1.43M - $1.63M
|
54.1K
$2.67M
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
30.7K+ 70.75% |
$1.29M - $1.47M
|
74K
$3.66M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.5K+ 5.57% |
$1.07M - $1.22M
|
484K
$23.9M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
23.9KNew |
$1M - $1.15M
|
23.9K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.5K+ 301.23% |
$859K - $983K
|
27.3K
$1.35M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
16.7K+ 304.85% |
$701K - $802K
|
22.2K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6KNew |
$656K - $750K
|
15.6K
$773K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.3KNew |
$557K - $636K
|
13.3K
$656K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.5KNew |
$525K - $600K
|
12.5K
$618K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.1KNew |
$509K - $582K
|
12.1K
$600K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.2KNew |
$468K - $535K
|
11.2K
$552K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 5.02% |
$467K - $534K
|
233K
$11.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$450K - $514K
|
10.7K
$530K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10K+ 149.4% |
$421K - $481K
|
16.8K
$828K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
9.52KNew |
$399K - $456K
|
9.52K
$470K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.8KNew |
$369K - $422K
|
8.8K
$435K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.78K+ 44.12% |
$326K - $373K
|
25.4K
$1.26M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.67KNew |
$280K - $320K
|
6.67K
$329K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$266K - $304K
|
6.33K
$313K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.3K+ 25.3% |
$264K - $302K
|
31.2K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
6.15KNew |
$258K - $295K
|
6.15K
$304K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.9K+ 50.2% |
$247K - $283K
|
17.6K
$872K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.82K+ 3.28% |
$244K - $279K
|
183K
$9.05M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.18K+ 4.61% |
$217K - $248K
|
118K
$5.81M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.06KNew |
$212K - $243K
|
5.06K
$250K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.98K+ 11.52% |
$209K - $239K
|
48.2K
$2.38M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.83K+ 4.71% |
$202K - $231K
|
107K
$5.3M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.69K+ 102.92% |
$196K - $225K
|
9.24K
$456K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.55KNew |
$191K - $218K
|
4.55K
$225K
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
4.29KNew |
$180K - $206K
|
4.29K
$212K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.04K+ 68.4% |
$170K - $194K
|
9.96K
$492K
|