Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
247K+ 586.1% |
$10M - $11.6M
|
289K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 541.23% |
$7.06M - $8.19M
|
206K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
116KNew |
$4.69M - $5.44M
|
116K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
71.4KNew |
$2.89M - $3.36M
|
71.4K
$3.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.8K+ 460.83% |
$1.9M - $2.2M
|
57K
$2.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
39.7K+ 669.51% |
$1.61M - $1.86M
|
45.6K
$2.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.7KNew |
$1.45M - $1.68M
|
35.7K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.1KNew |
$1.42M - $1.65M
|
35.1K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
33.8KNew |
$1.37M - $1.59M
|
33.8K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
30.2KNew |
$1.22M - $1.42M
|
30.2K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
21.4K+ 114.18% |
$866K - $1.01M
|
40.1K
$2.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 91.88% |
$746K - $866K
|
38.5K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 74.79% |
$677K - $786K
|
39.1K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 2.53% |
$547K - $635K
|
548K
$27.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
13.3K+ 250.91% |
$539K - $625K
|
18.6K
$933K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.1K+ 8.9% |
$531K - $616K
|
160K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 5.79% |
$484K - $561K
|
218K
$10.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 5.79% |
$484K - $561K
|
218K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.9KNew |
$482K - $560K
|
11.9K
$597K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 5.5% |
$479K - $555K
|
227K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
11.8KNew |
$478K - $555K
|
11.8K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 2.16% |
$446K - $517K
|
520K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$416K - $483K
|
10.3K
$515K
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.71K+ 12.72% |
$353K - $409K
|
77.1K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.53K+ 99.08% |
$305K - $354K
|
15.1K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.31K+ 30.02% |
$296K - $344K
|
31.7K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6KNew |
$243K - $282K
|
6K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78KNew |
$234K - $272K
|
5.78K
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.19K+ 78.86% |
$210K - $244K
|
11.8K
$590K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.09K+ 18.36% |
$206K - $239K
|
32.8K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.56KNew |
$185K - $214K
|
4.56K
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.32K+ 51.71% |
$175K - $203K
|
12.7K
$635K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.18K+ 73.23% |
$169K - $196K
|
9.88K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.59K+ 2.73% |
$145K - $168K
|
135K
$6.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.55K+ 25520.0% |
$103K - $120K
|
2.56K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 9.3% |
$85.7K - $99.4K
|
24.9K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.01K+ 17.19% |
$81.4K - $94.5K
|
13.7K
$687K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.79K+ 2.36% |
$72.7K - $84.3K
|
77.7K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 0.65% |
$69.9K - $81.1K
|
266K
$13.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.69K+ 5.21% |
$68.4K - $79.4K
|
34.1K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 4.05% |
$60.9K - $70.7K
|
38.7K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.36K+ 12.45% |
$54.9K - $63.7K
|
12.2K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.04K+ 363.51% |
$42K - $48.7K
|
1.32K
$66.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
999+ 18.06% |
$40.5K - $47K
|
6.53K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
980+ 18.51% |
$39.7K - $46.1K
|
6.28K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
826+ 4.31% |
$33.5K - $38.8K
|
20K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
802+ 5.6% |
$32.5K - $37.7K
|
15.1K
$758K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
800+ 5.4% |
$32.4K - $37.6K
|
15.6K
$783K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
755New |
$30.6K - $35.5K
|
755
$37.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
702+ 7.45% |
$28.4K - $33K
|
10.1K
$508K
|