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 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.08K- 19.52% |
$85.9K - $97.2K
|
8.59K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.19K- 14.75% |
$90.4K - $102K
|
12.7K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.35K- 0.8% |
$96.8K - $110K
|
292K
$14.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.35K- 25.72% |
$97K - $110K
|
6.79K
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.71K- 6.22% |
$112K - $127K
|
40.9K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.05K- 10.36% |
$126K - $142K
|
26.4K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.09K- 24.21% |
$127K - $144K
|
9.67K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.24K- 7.96% |
$134K - $151K
|
37.4K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.6K- 43.32% |
$149K - $168K
|
4.71K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.82K- 95.6% |
$158K - $179K
|
176
$8.93K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4.14K- 30.45% |
$171K - $193K
|
9.46K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.57K- 18.81% |
$188K - $213K
|
19.7K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.28K- 68.73% |
$218K - $246K
|
2.4K
$122K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.31K- 2.57% |
$260K - $294K
|
239K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.04K- 31.79% |
$290K - $329K
|
15.1K
$767K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.44K- 51.78% |
$307K - $347K
|
6.93K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-7.68K- 8.85% |
$317K - $359K
|
79.1K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 37.01% |
$465K - $527K
|
19.2K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-14.6K- 66.49% |
$600K - $679K
|
7.34K
$372K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.1K- 49.12% |
$664K - $752K
|
16.7K
$847K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-17.5K- 51.58% |
$721K - $816K
|
16.4K
$833K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.3K- 68.94% |
$753K - $852K
|
8.23K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.5K- 35.09% |
$804K - $910K
|
36.1K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.9K- 27.57% |
$823K - $931K
|
52.4K
$2.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-20.6K- 46.89% |
$850K - $962K
|
23.3K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-20.8K- 17.59% |
$857K - $970K
|
97.4K
$4.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-24.4K- 28.36% |
$1.01M - $1.14M
|
61.7K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.7K- 58.69% |
$1.06M - $1.2M
|
18.1K
$918K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.9K- 60.64% |
$1.24M - $1.4M
|
19.4K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-30K- 22.99% |
$1.24M - $1.4M
|
101K
$5.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38K- 70.57% |
$1.57M - $1.77M
|
15.8K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.9K- 85.81% |
$1.73M - $1.96M
|
6.93K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-57.2K- 71.49% |
$2.36M - $2.67M
|
22.8K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69.1K- 68.79% |
$2.85M - $3.22M
|
31.4K
$1.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-72.9K- 39.11% |
$3M - $3.4M
|
113K
$5.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-88.4K- 99.97% |
$3.65M - $4.13M
|
25
$1.27K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107K- 27.98% |
$4.4M - $4.99M
|
275K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 31.99% |
$5.12M - $5.79M
|
264K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 45.09% |
$5.86M - $6.63M
|
173K
$8.78M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-156K- 22.95% |
$6.42M - $7.26M
|
522K
$26.5M
|