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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
13.7KNew |
$660K - $711K
|
13.7K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12KNew |
$575K - $619K
|
12K
$600K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.68KNew |
$466K - $501K
|
9.68K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.89K+ 126.89% |
$380K - $408K
|
14.1K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.21KNew |
$251K - $270K
|
5.21K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.7K+ 6.18% |
$226K - $243K
|
80.8K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.7KNew |
$178K - $191K
|
3.7K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 7.25% |
$145K - $156K
|
44.6K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.88K+ 40.07% |
$139K - $149K
|
10.1K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.65K+ 25.88% |
$79.2K - $85.2K
|
8K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.21K+ 20.27% |
$58K - $62.4K
|
7.15K
$359K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
524New |
$25.2K - $27.1K
|
524
$26.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$18K - $19.4K
|
375
$18.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
369+ 2.84% |
$17.8K - $19.1K
|
13.3K
$670K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.14% |
$96.3 - $104
|
1.39K
$69.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.85% |
$96.3 - $104
|
237
$11.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.02% |
$241 - $259
|
485
$24.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-63- 43.15% |
$3.03K - $3.26K
|
83
$4.17K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-107- 1.4% |
$5.15K - $5.54K
|
7.54K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-125- 2.13% |
$6.02K - $6.47K
|
5.74K
$288K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-174- 2.27% |
$8.37K - $9.01K
|
7.49K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-475- 1.98% |
$22.9K - $24.6K
|
23.5K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 18.44% |
$53.7K - $57.7K
|
4.93K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.19K- 2.64% |
$57.3K - $61.6K
|
44K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 5.31% |
$93K - $100K
|
34.5K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.5K- 3.19% |
$120K - $129K
|
76K
$3.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.44K- 30.5% |
$165K - $178K
|
7.84K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.49K- 98.04% |
$457K - $491K
|
190
$9.54K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-21.3K- 23.56% |
$1.02M - $1.1M
|
69K
$3.47M
|