Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
781+ 5.32% |
$32.5K - $35.3K
|
15.5K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
778+ 108.06% |
$32.4K - $35.1K
|
1.5K
$74K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
740+ 3.86% |
$30.8K - $33.4K
|
19.9K
$984K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
698+ 6.0% |
$29.1K - $31.5K
|
12.3K
$610K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
678+ 5.22% |
$28.2K - $30.6K
|
13.7K
$675K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
639+ 1.86% |
$26.6K - $28.9K
|
35K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
459+ 2.9% |
$19.1K - $20.7K
|
16.3K
$805K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
390+ 3.67% |
$16.2K - $17.6K
|
11K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
387+ 4.58% |
$16.1K - $17.5K
|
8.83K
$436K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
387+ 4.58% |
$16.1K - $17.5K
|
8.83K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
325New |
$13.5K - $14.7K
|
325
$16.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
324New |
$13.5K - $14.6K
|
324
$16K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
314+ 6.66% |
$13.1K - $14.2K
|
5.03K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
293New |
$12.2K - $13.2K
|
293
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
280+ 2.96% |
$11.7K - $12.6K
|
9.74K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
197+ 3.75% |
$8.21K - $8.89K
|
5.45K
$269K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
190New |
$7.91K - $8.58K
|
190
$9.39K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
165+ 2.72% |
$6.87K - $7.45K
|
6.24K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
161+ 0.73% |
$6.71K - $7.27K
|
22.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
142+ 0.07% |
$5.91K - $6.41K
|
194K
$9.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134New |
$5.58K - $6.05K
|
134
$6.62K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
105New |
$4.37K - $4.74K
|
105
$5.19K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
86+ 0.74% |
$3.58K - $3.88K
|
11.7K
$578K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
72New |
$3K - $3.25K
|
72
$3.56K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
69+ 0.09% |
$2.87K - $3.12K
|
72.8K
$3.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
67+ 0.61% |
$2.79K - $3.03K
|
11.1K
$550K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
64+ 0.35% |
$2.67K - $2.89K
|
18.2K
$897K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
51+ 0.26% |
$2.12K - $2.3K
|
20K
$989K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
19New |
$791 - $858
|
19
$939
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$750 - $813
|
18
$889
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$417 - $452
|
10
$494
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.06% |
$167 - $181
|
6.97K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3+ 13.64% |
$125 - $135
|
25
$1.24K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.58% |
$125 - $135
|
521
$25.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.68% |
$83.3 - $90.3
|
297
$14.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$41.7 - $45.2
|
1
$49.4
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.58% |
$41.7 - $45.2
|
173
$8.55K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.05% |
$41.7 - $45.2
|
2K
$98.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$208 - $226
|
2.62K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 5.95% |
$208 - $226
|
79
$3.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 0.09% |
$250 - $271
|
6.78K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-27- 0.19% |
$1.12K - $1.22K
|
14K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-54- 0.59% |
$2.25K - $2.44K
|
9.07K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-65- 85.53% |
$2.71K - $2.93K
|
11
$543
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 86.05% |
$3.08K - $3.34K
|
12
$593
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130- 7.73% |
$5.41K - $5.87K
|
1.55K
$76.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-190- 14.81% |
$7.91K - $8.58K
|
1.09K
$54K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-211- 0.73% |
$8.79K - $9.53K
|
28.6K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-215- 2.2% |
$8.95K - $9.71K
|
9.55K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-244- 64.55% |
$10.2K - $11K
|
134
$6.62K
|