Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q1 2025. 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, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
382K+ 193.97% |
$18.4M - $19.8M
|
579K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
112K+ 14.68% |
$5.37M - $5.77M
|
871K
$45.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
78.1K+ 1475.99% |
$3.76M - $4.04M
|
83.4K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75K+ 33.36% |
$3.61M - $3.88M
|
300K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.2K+ 14.94% |
$3.38M - $3.64M
|
540K
$28M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
61.4KNew |
$2.96M - $3.18M
|
61.4K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60.7KNew |
$2.92M - $3.14M
|
60.7K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 13.43% |
$2.11M - $2.27M
|
371K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.3K+ 15.3% |
$1.6M - $1.73M
|
251K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.8K+ 50.46% |
$1.48M - $1.59M
|
91.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.7K+ 9.27% |
$1.48M - $1.59M
|
362K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
30K+ 5.52% |
$1.45M - $1.56M
|
574K
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.7KNew |
$1.33M - $1.43M
|
27.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.6K+ 46.71% |
$1.14M - $1.22M
|
74.2K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
17.3KNew |
$832K - $895K
|
17.3K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.3K+ 44.61% |
$735K - $791K
|
49.5K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
15.2K+ 340.04% |
$730K - $785K
|
19.6K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
13.7KNew |
$660K - $711K
|
13.7K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
12.6K+ 34.97% |
$608K - $654K
|
48.7K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12KNew |
$575K - $619K
|
12K
$619K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.68KNew |
$466K - $501K
|
9.68K
$501K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.41K+ 17.42% |
$453K - $487K
|
63.5K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.21K+ 110.09% |
$443K - $477K
|
17.6K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
8.56K+ 18.78% |
$412K - $443K
|
54.1K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.51K+ 581.81% |
$409K - $440K
|
9.97K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 2.95% |
$384K - $413K
|
279K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.89K+ 126.89% |
$380K - $408K
|
14.1K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.33K+ 7.05% |
$353K - $380K
|
111K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.19K+ 16.85% |
$346K - $372K
|
49.9K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
7.08KNew |
$341K - $366K
|
7.08K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.03KNew |
$338K - $364K
|
7.03K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.76K+ 24.94% |
$325K - $350K
|
33.8K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.54K+ 8.14% |
$315K - $338K
|
86.8K
$4.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.21KNew |
$251K - $270K
|
5.21K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.79KNew |
$231K - $248K
|
4.79K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.7K+ 6.18% |
$226K - $243K
|
80.8K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.68K+ 13.4% |
$225K - $242K
|
39.6K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.66KNew |
$224K - $241K
|
4.66K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
4.35KNew |
$209K - $225K
|
4.35K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.95KNew |
$190K - $204K
|
3.95K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.93K+ 2.73% |
$189K - $203K
|
148K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.8K+ 39.65% |
$183K - $197K
|
13.4K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.7KNew |
$178K - $191K
|
3.7K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.3K+ 3.77% |
$159K - $171K
|
90.9K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.09K+ 10.13% |
$148K - $160K
|
33.6K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 7.25% |
$145K - $156K
|
44.6K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.88K+ 40.07% |
$139K - $149K
|
10.1K
$521K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.64K+ 5.11% |
$127K - $137K
|
54.3K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33K+ 2.84% |
$112K - $121K
|
84.6K
$4.38M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 350.16% |
$108K - $116K
|
2.89K
$150K
|