Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2023. 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 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.6MNew |
$66.1M - $74.8M
|
1.6M
$80.4M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.42M+ 6.81% |
$58.6M - $66.4M
|
22.3M
$1.12B
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
505KNew |
$20.8M - $23.6M
|
505K
$25.3M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 2607.55% |
$6.02M - $6.82M
|
152K
$7.61M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
83.4KNew |
$3.44M - $3.89M
|
83.4K
$4.18M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44.1KNew |
$1.82M - $2.06M
|
44.1K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
36KNew |
$1.49M - $1.68M
|
36K
$1.81M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
32.3K+ 26.98% |
$1.33M - $1.51M
|
152K
$7.62M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 286.53% |
$1.28M - $1.45M
|
42K
$2.1M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 286.53% |
$1.28M - $1.45M
|
42K
$2.1M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
28.8KNew |
$1.19M - $1.34M
|
28.8K
$1.44M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.5K+ 27.83% |
$1.05M - $1.19M
|
117K
$5.88M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.1K+ 242.64% |
$1.03M - $1.17M
|
35.4K
$1.77M
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23.7K+ 322.44% |
$975K - $1.1M
|
31K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 5.74% |
$873K - $988K
|
390K
$19.6M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20.6K+ 149.1% |
$848K - $960K
|
34.3K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
19.9KNew |
$820K - $928K
|
19.9K
$997K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.9K+ 313.55% |
$779K - $882K
|
24.9K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.7K+ 8.85% |
$649K - $735K
|
194K
$9.72M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
14.3K+ 12.45% |
$590K - $667K
|
129K
$6.48M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
13.2K+ 85.13% |
$546K - $618K
|
28.8K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
12.9KNew |
$533K - $603K
|
12.9K
$648K
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.1KNew |
$456K - $517K
|
11.1K
$555K
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
9.19K+ 19.95% |
$379K - $429K
|
55.2K
$2.77M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.79K+ 25.59% |
$321K - $364K
|
38.2K
$1.92M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.76KNew |
$279K - $315K
|
6.76K
$339K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.7K+ 135.41% |
$276K - $313K
|
11.6K
$584K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5.26KNew |
$217K - $245K
|
5.26K
$264K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.19KNew |
$214K - $242K
|
5.19K
$260K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.77K+ 28.83% |
$197K - $223K
|
21.3K
$1.07M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.27K+ 2.95% |
$176K - $199K
|
149K
$7.46M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.22K+ 10.07% |
$133K - $150K
|
35.2K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.15K+ 829.82% |
$130K - $147K
|
3.52K
$177K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 31.4% |
$119K - $135K
|
12.1K
$606K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.62K+ 2.36% |
$108K - $122K
|
114K
$5.71M
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.62K+ 22.95% |
$108K - $122K
|
14K
$703K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.62K+ 52320.0% |
$108K - $122K
|
2.62K
$131K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 6.1% |
$102K - $115K
|
42.9K
$2.15M
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.44KNew |
$101K - $114K
|
2.44K
$122K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 43.4% |
$92.9K - $105K
|
7.44K
$373K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23KNew |
$92K - $104K
|
2.23K
$112K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.23K+ 3.58% |
$91.8K - $104K
|
64.4K
$3.23M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$82.5K - $93.4K
|
2K
$100K
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
1.77K+ 2.49% |
$72.8K - $82.4K
|
72.8K
$3.65M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.65K+ 8.34% |
$68.1K - $77.1K
|
21.5K
$1.08M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.32K+ 10.05% |
$54.4K - $61.6K
|
14.5K
$725K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.16K+ 4.33% |
$47.9K - $54.2K
|
28K
$1.41M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04KNew |
$42.7K - $48.3K
|
1.04K
$51.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04KNew |
$42.7K - $48.3K
|
1.04K
$51.9K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 52.38% |
$42.2K - $47.8K
|
2.98K
$149K
|