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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.1K+ 16.89% |
$101K - $109K
|
14.5K
$752K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.65K+ 25.88% |
$79.2K - $85.2K
|
8K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.23K+ 3.2% |
$59K - $63.4K
|
39.5K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21K+ 5.96% |
$58K - $62.4K
|
21.4K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.21K+ 20.27% |
$58K - $62.4K
|
7.15K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 6.97% |
$57K - $61.4K
|
18.2K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 6.2% |
$53.5K - $57.6K
|
19K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
912+ 24.33% |
$43.9K - $47.2K
|
4.66K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
879+ 3.44% |
$42.3K - $45.5K
|
26.4K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
834+ 2.45% |
$40.1K - $43.2K
|
34.8K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
755+ 4.82% |
$36.3K - $39.1K
|
16.4K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
612New |
$29.5K - $31.7K
|
612
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
600+ 11.89% |
$28.9K - $31.1K
|
5.65K
$292K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
578+ 239.83% |
$27.8K - $29.9K
|
819
$42.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
566+ 8.65% |
$27.2K - $29.3K
|
7.11K
$368K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
524New |
$25.2K - $27.1K
|
524
$27.1K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
451New |
$21.7K - $23.4K
|
451
$23.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410+ 9.86% |
$19.7K - $21.2K
|
4.57K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$18K - $19.4K
|
375
$19.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
369+ 2.84% |
$17.8K - $19.1K
|
13.3K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
352+ 3.04% |
$16.9K - $18.2K
|
11.9K
$618K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
221+ 1.04% |
$10.6K - $11.4K
|
21.5K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
216+ 0.91% |
$10.4K - $11.2K
|
24K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
216+ 0.33% |
$10.4K - $11.2K
|
64.8K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
161+ 1.8% |
$7.75K - $8.34K
|
9.12K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
97New |
$4.67K - $5.02K
|
97
$5.02K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
92+ 0.76% |
$4.43K - $4.76K
|
12.2K
$630K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
83New |
$3.99K - $4.3K
|
83
$4.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
80+ 400.0% |
$3.85K - $4.14K
|
100
$5.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
60+ 0.45% |
$2.89K - $3.11K
|
13.5K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.61% |
$2.07K - $2.23K
|
7.07K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.73K - $1.86K
|
36
$1.86K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
30+ 0.44% |
$1.44K - $1.55K
|
6.83K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$722 - $777
|
6.49K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.54% |
$241 - $259
|
925
$47.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.63% |
$241 - $259
|
795
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.78% |
$144 - $155
|
387
$20K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.92% |
$144 - $155
|
328
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$96.3 - $104
|
2
$104
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.14% |
$96.3 - $104
|
1.39K
$71.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.85% |
$96.3 - $104
|
237
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.7% |
$48.1 - $51.8
|
38
$1.97K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 33.33% |
$96.3 - $104
|
4
$207
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.17% |
$96.3 - $104
|
1.17K
$60.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 1.81% |
$144 - $155
|
163
$8.44K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.02% |
$241 - $259
|
485
$25.1K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10- 0.2% |
$481 - $518
|
4.89K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 4.94% |
$626 - $673
|
250
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-14- 0.23% |
$674 - $725
|
6.02K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-27- 0.81% |
$1.3K - $1.4K
|
3.29K
$170K
|