Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.22K+ 9.97% |
$46.9K - $51.5K
|
13.4K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 14.19% |
$45.2K - $49.7K
|
9.42K
$465K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 8.48% |
$44.9K - $49.3K
|
14.9K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.15K+ 7.58% |
$44.5K - $48.9K
|
16.4K
$809K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 76.2% |
$39.8K - $43.7K
|
2.38K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
965New |
$37.3K - $40.9K
|
965
$47.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
956+ 9.62% |
$36.9K - $40.6K
|
10.9K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
951+ 14.13% |
$36.7K - $40.3K
|
7.68K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
842+ 6.25% |
$32.5K - $35.7K
|
14.3K
$707K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
679+ 3.76% |
$26.2K - $28.8K
|
18.7K
$925K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
594+ 9.18% |
$22.9K - $25.2K
|
7.07K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
509+ 9.38% |
$19.7K - $21.6K
|
5.93K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
495New |
$19.1K - $21K
|
495
$24.5K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
477+ 60.61% |
$18.4K - $20.2K
|
1.26K
$62.4K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
412+ 179.91% |
$15.9K - $17.5K
|
641
$31.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
391+ 0.52% |
$15.1K - $16.6K
|
75K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380New |
$14.7K - $16.1K
|
380
$18.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
321+ 5.0% |
$12.4K - $13.6K
|
6.75K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
312+ 5.79% |
$12K - $13.2K
|
5.71K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
196+ 1.74% |
$7.57K - $8.31K
|
11.5K
$567K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
184+ 0.32% |
$7.1K - $7.81K
|
58.3K
$2.88M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
184+ 0.32% |
$7.1K - $7.81K
|
58.3K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
180+ 2.98% |
$6.95K - $7.64K
|
6.22K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
145New |
$5.6K - $6.15K
|
145
$7.16K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
130New |
$5.02K - $5.51K
|
130
$6.42K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
111+ 1.2% |
$4.29K - $4.71K
|
9.4K
$464K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.93% |
$4.21K - $4.62K
|
11.8K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86+ 477.78% |
$3.32K - $3.65K
|
104
$5.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 333.33% |
$3.09K - $3.39K
|
104
$5.14K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.28% |
$2.9K - $3.18K
|
27K
$1.33M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
66+ 97.06% |
$2.55K - $2.8K
|
134
$6.62K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 0.69% |
$2.24K - $2.46K
|
8.42K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54+ 0.22% |
$2.08K - $2.29K
|
24.4K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49+ 0.79% |
$1.89K - $2.08K
|
6.24K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 0.11% |
$1K - $1.1K
|
22.8K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25+ 0.37% |
$965 - $1.06K
|
6.74K
$333K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 200.0% |
$618 - $679
|
24
$1.19K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.45% |
$309 - $339
|
1.8K
$88.9K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 1.08% |
$154 - $170
|
376
$18.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 10.34% |
$116 - $127
|
32
$1.58K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.77% |
$77.2 - $84.8
|
262
$12.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2+ 7.14% |
$77.2 - $84.8
|
30
$1.48K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5- 0.72% |
$193 - $212
|
690
$34.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12- 54.55% |
$463 - $509
|
10
$494
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 2.47% |
$1.47K - $1.61K
|
1.5K
$74.1K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-45- 0.33% |
$1.74K - $1.91K
|
13.7K
$675K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70Closed |
$2.7K - $2.97K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 23.84% |
$2.78K - $3.05K
|
230
$11.4K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-104- 1.23% |
$4.02K - $4.41K
|
8.35K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 45.73% |
$4.13K - $4.54K
|
127
$6.27K
|