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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
634+ 6.04% |
$26.1K - $29.6K
|
11.1K
$549K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
508+ 9.74% |
$20.9K - $23.7K
|
5.73K
$283K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
504+ 4.98% |
$20.8K - $23.5K
|
10.6K
$525K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
334New |
$13.8K - $15.6K
|
334
$16.5K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
265+ 3.77% |
$10.9K - $12.4K
|
7.3K
$360K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
208+ 122.35% |
$8.58K - $9.71K
|
378
$18.7K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
199+ 1.37% |
$8.21K - $9.29K
|
14.7K
$724K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
183+ 0.69% |
$7.55K - $8.54K
|
26.9K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
181+ 0.82% |
$7.46K - $8.45K
|
22.2K
$1.1M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135New |
$5.57K - $6.3K
|
135
$6.66K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
119+ 0.93% |
$4.91K - $5.55K
|
13K
$640K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
102+ 0.97% |
$4.21K - $4.76K
|
10.6K
$525K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
99+ 0.86% |
$4.08K - $4.62K
|
11.6K
$573K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
59+ 0.85% |
$2.43K - $2.75K
|
6.97K
$344K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 31.69% |
$2.39K - $2.71K
|
241
$11.9K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.69% |
$2.14K - $2.43K
|
7.61K
$375K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
42New |
$1.73K - $1.96K
|
42
$2.07K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32+ 0.25% |
$1.32K - $1.49K
|
12.8K
$633K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 1.55% |
$454 - $513
|
720
$35.5K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$454 - $513
|
11
$543
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.97% |
$206 - $233
|
518
$25.6K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3+ 15.79% |
$124 - $140
|
22
$1.09K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.03% |
$124 - $140
|
295
$14.6K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.58% |
$41.2 - $46.7
|
172
$8.49K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-19- 45.24% |
$784 - $887
|
23
$1.14K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-30- 93.75% |
$1.24K - $1.4K
|
2
$98.7
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 0.17% |
$1.4K - $1.59K
|
20K
$985K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 0.25% |
$2.56K - $2.89K
|
24.4K
$1.21M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82- 0.19% |
$3.38K - $3.83K
|
42.4K
$2.09M
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-86- 0.61% |
$3.55K - $4.01K
|
14.1K
$695K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-102- 1.03% |
$4.21K - $4.76K
|
9.77K
$482K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-118- 1.28% |
$4.87K - $5.51K
|
9.13K
$450K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-126- 5.05% |
$5.2K - $5.88K
|
2.37K
$117K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-159- 0.61% |
$6.56K - $7.42K
|
25.9K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 1.43% |
$6.8K - $7.7K
|
11.4K
$562K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-261- 5.17% |
$10.8K - $12.2K
|
4.79K
$236K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-277- 2.28% |
$11.4K - $12.9K
|
11.9K
$586K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-280- 76.92% |
$11.5K - $13.1K
|
84
$4.15K
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-387- 4.38% |
$16K - $18.1K
|
8.44K
$417K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-435- 2.56% |
$17.9K - $20.3K
|
16.6K
$817K
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-468- 5.25% |
$19.3K - $21.8K
|
8.44K
$417K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-483- 6.65% |
$19.9K - $22.5K
|
6.79K
$335K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-557- 1.89% |
$23K - $26K
|
28.9K
$1.43M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 15.31% |
$45.3K - $51.3K
|
6.08K
$300K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 0.99% |
$47.2K - $53.4K
|
115K
$5.67M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.15% |
$47.9K - $54.2K
|
26.9K
$1.33M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 10.07% |
$61.1K - $69.2K
|
13.2K
$653K
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.62K- 7.79% |
$66.8K - $75.6K
|
19.2K
$946K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.65K- 9.41% |
$67.8K - $76.8K
|
15.8K
$782K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.03K- 11.52% |
$83.8K - $94.9K
|
15.6K
$771K
|